Month-end made simple

Card statement sorter

Upload several statements together, categorise the transactions, then print or download the summary for your accountant.

Private by design: statements are read on this device. No statement data is uploaded or shared.

1. Add your statements

Select multiple files in the picker. New files are added without replacing your work. Exact duplicate files are skipped. Transactions from overlapping statements are kept, so check for duplicates.

PDF reading works with supported text-based statements, not scans, photos or encrypted files. Check imported lines, skipped rows and totals against each original. Amounts use £.

Paste transactions instead
Add a transaction by hand
2. Categorise the transactions
All imported lines 
Tap a transaction to choose its category or correct it. Transactions from the same merchant get the same category automatically.
3. Print or download
Uncategorised lines are included so nothing is missed. CSV and Excel include each transaction's source statement.
Categories and backups
    A backup contains statement details. Keep it somewhere private. Restoring replaces the current work after confirmation.