Your statement deserves a clear explanation.
What you share, what the report needs, and the controls available to you.
Follow the data.
- April statementSample-statement.pdfChosen by you
You choose the statement.
Upload a digital PDF or CSV. This flow does not require your internet-banking password.
- MerchantAmountEnergy account$187.40Mobile plan$79.00Internet$89.00Dates and categories retained
The useful details take shape.
Structured merchant, amount, date, and category information helps bring recurring charges into view.
- Potential annual savings$2,172Across four example billsYours to review
You review the report.
Inspect the transactions and recommendations. Check the details before acting on a savings estimate.
- Your informationExport your dataRemove financial dataAccount controls
You have data controls.
Use settings to export or remove financial records. Read the policy for account, provider, and backup retention.
Illustrative data journey. Document-processing providers may receive statement content when needed to read a file. See the privacy policy for the full explanation.
The detail stays visible.
A statement can contain private information beyond a recurring payment. Read the privacy policy before uploading, and contact us if you need a specific answer about handling or retention.
Read the privacy policyStart with what you already have.
A bank statement. A clearer picture.
Ready to review
Recurring payments found
4 billsIllustrative product preview. Figures and providers are examples.
Privacy policy
Collection, use, retention, third-party services, and your rights.
Explore privacy policyCommon questions
Answers about statements, recommendations, and account controls.
Explore common questionsAsk a data question
Contact us before sharing a statement if you need more detail.
Explore ask a data questionYour next statement could be a fresh start.
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