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MyFinanceBook

AI income & expense tracker, no bank login

MyFinanceBook turns the bank statements you export into a personal ledger for income and spending, with no bank login required. Key features: • Import PDF or CSV bank statements • Review every transaction before it reaches your ledger • Category suggestions for each row • Currency conversion using the rate for each transaction's own date across 13 ledger currencies • Duplicate statement detection • Transfers between your own accounts flagged so totals stay accurate. You upload a statement, and nothing is connected to your bank. Each row is shown to you first, and you choose which account or card it is saved to. Rows in another currency are converted at the rate for their own date, and anything unclear is flagged for your review. If you upload the same statement twice, you are warned before anything is duplicated. Money moved between your own accounts is suggested as a transfer, which totals leave out, so your spending figures stay accurate. Once your ledger is saved, ask questions in plain language, either with the built-in assistant or with Claude after you connect it. Claude can read your ledger and add to it, but edits and deletions remain under your control by design. Built for people who want a clear picture of where their money goes without giving a third party access to their bank account. Useful for individuals managing household budgets, freelancers tracking income, and anyone who travels or spends across currencies. The ledger, reports, export, and Claude connector are free, and the connector is available on every Claude plan.
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