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Budget Tracking & Auto-Categorization

All your Canadian bank accounts in one place, categorized automatically.

Unified budget dashboard with all bank accounts

Stop juggling multiple banking apps. Upload CSVs from all your accounts and see your complete financial picture on one dashboard. Our AI categorizes every transaction so you can set and stick to budgets.

  • All major Canadian banks in one dashboard
  • AI categorization with 95% accuracy
  • Smart diagrams show money flow
  • Interactive charts and category deep dives
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How it works

1Upload CSVs from multiple banks
2AI categorizes all transactions
3See unified income & expenses
4Track budgets across all accounts

Ready to try Budget Tracking? Start your free trial.

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FREE GUIDE

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TFSA vs RRSP vs FHSA Guide

  • โœ“ What Are These Accounts?
  • โœ“ The $170,000+ Loophole
  • โœ“ Strategies Based on Your Income Level
  • โœ“ The 3 Costly Mistakes to Avoid
  • โœ“ How to Retire 10 Years Earlier
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