Banking & reconciliation
Import supported bank and card statements in OFX, QFX or CSV. Preview transactions, match eligible existing entries and reconcile cleared items against your statement.
Finstra features
Import your transactions, keep your records in order and see how your finances change over time.
Import supported bank and card statements in OFX, QFX or CSV. Preview transactions, match eligible existing entries and reconcile cleared items against your statement.
Track expected bills and income with reminders. Set category budgets, review actual spending and record progress toward savings goals.
Review spending and income by category, export report data and save net-worth snapshots to build a record over time.
Keep each account in its own currency and record the actual amounts on both sides of a cross-currency transfer.
Store records in local finance files, use separate files for different sets of books and create backups you can restore in the app.
Adjust text size, switch between dark and light themes and navigate to accounts and reports from the desktop sidebar.