EntryNest
No bank login required

Understand Your Money in Minutes.

Upload your bank statement and automatically analyze income, expenses, transactions and recurring payments. Get a clear financial picture without complicated spreadsheets.

  • No bank login required
  • PDF, CSV and Excel supported
  • Secure document processing
  • Five languages
  • Free financial summary preview

Drag & drop your statement here

PDF, CSV, XLS, XLSX · up to 10 MB each · multiple files allowed

How it works

Three simple steps. No spreadsheets, no jargon.

01

Upload

Drop your PDF, CSV or Excel bank statement. No account needed.

02

Analyze

We read every transaction and sort it into clear categories.

03

Understand & download

See your income, spending and subscriptions, then download your report.

Everything you need, nothing you don't

Income & expenses

Totals, net cash flow and monthly averages, calculated precisely.

Smart categories

16 spending categories you can correct with one tap.

Recurring payments

Spot subscriptions and repeating charges you may have forgotten.

Monthly trends

Simple charts that show where your money goes over time.

Unusual transactions

Large payments compared with your own history are highlighted.

PDF & Excel reports

Professional reports ready to share or keep.

A report you can actually read

This is what your summary looks like.

Total income
$12,600
Total expenses
$8,599.47
Net cash flow
$4,000.53

Spending breakdown

Income vs expenses by month

Privacy first, by design

Processed in your browser

Your statement is read on your device. It is not uploaded to our servers to create the preview.

Nothing kept

Source documents are never stored. Close the page and they're gone.

No bank login

We never ask for your bank password or account access.

Never sold

Your financial data is never sold or used for advertising.