Import PDF statements
Upload a text-based bank statement PDF. Transactions are parsed on the server — no copy-paste into spreadsheets. Choose to fill gaps or replace a date range.
Your bank statements, finally organised.
Import UK bank PDFs, categorise spending with rules you control, and see analytics, budgets, and goals — without spreadsheets or a live bank connection.
This is an early version of the product. Access is currently through the waitlist.
Features
Everything you need to understand your spending
Import statements, categorise with rules you control, then review analytics, budgets, and goals. No live bank feed.
Built for UK banks
Dedicated parsers for Monzo, Starling, HSBC, Barclays, Lloyds, NatWest, Halifax, Chase, Santander, plus a generic UK fallback.
Categories and rules
System rules cover common merchants. Add your own rules on merchant or description, apply them to existing transactions, or set categories by hand.
Overall analytics
The home screen shows income, expenses, net, leftover rate, insights, top categories and merchants, budget health, goals, and balance trend.
Search, CSV import, and export
Find transactions with search and filters, import a CSV of date, description, and amount, and export the current view to CSV.
Monthly budgets
Plan income, spending, and savings on a monthly worksheet per account, with live spend against the amounts you set.
Savings goals
Set a target, record contributions, and assign statement transactions so progress stays tied to real spending.
Accounts, including cards
Current, savings, and credit-card accounts. Cards can show limit, utilisation, and statement or due dates when you add them.
How it works
From PDF to clarity in four steps
No complicated setup. Join the waitlist, then add an account and import a statement when you have access.
- 1
Join the waitlist
Leave your email. We’ll invite you when a place is ready.
- 2
Add a bank account
Set your account name, type, and optional starting balance.
- 3
Import a PDF statement
Upload your statement. Duplicates are skipped using file and transaction hashes.
- 4
Review and budget
Categorise spending, plan monthly budgets, track savings goals, and export CSV if you need it.
Why Ezzy Money
Leave the spreadsheet behind
Manual tracking works until it doesn’t. Ezzy Money imports the statement, applies the rules you set, and keeps budgets in one place.
Data entry
Manual row-by-row copying from PDFs
PDF import with duplicate detection
Categorisation
VLOOKUP formulas that break
System rules plus your own merchant and description matches, including applying rules to existing transactions
Multi-account
Separate tabs, no unified view
Accounts, analytics, and budgets in one dashboard
Budget tracking
Static cells updated by hand
Live spend against the monthly plan you set
Balance checks
Hope the totals match
Opening and closing balances with confidence indicators
Product preview
The transactions screen you’ll work in
Sample data in the same layout as the app — account balances, search, categories, and CSV export. Home is Overall Analytics; this is the transactions page.
Security
Built so your statements stay yours
Ezzy Money never logs into your bank. You upload PDFs; we parse them, store the records you need, and keep other people’s data out of your account.
You bring the statements
There is no bank login, Open Banking connection, or stored bank credentials. You upload PDFs yourself.
Import PDFs are not kept
Statements are parsed in memory. We store the transactions and metadata (a sanitised file name and SHA-256 hash), not the original PDF.
Your rows stay yours
Data lives in Supabase Postgres with row-level security, so a signed-in user only sees their own accounts, transactions, budgets, and goals.
Passwords stay with the auth provider
Sign-in uses Supabase Auth. The app does not store your password in plaintext.
We do not sell your data
Your financial records are for running the product — not for advertising or resale.
You can leave completely
Delete your account from Settings. Optional issue-report PDFs sit in private storage and are purged automatically after investigation.
Early access
Join the waitlist
Ezzy Money is in invite-only early access. There is no public signup and no published pricing. Leave your email and we’ll invite you when a place is ready.
FAQ
Common questions
Is my financial data secure?
You upload statements yourself — we never ask for your bank login. Import PDFs are parsed in memory and are not stored; we keep the transactions and metadata. Data is in Supabase with row-level security so only you can access your accounts and transactions. Passwords are handled by Supabase Auth. We never sell your data. You can delete your account from Settings.
Which UK banks are supported?
We support dedicated parsers for Monzo, Starling, HSBC, Barclays, Lloyds, NatWest, Halifax, Chase, Santander, and a generic UK fallback for other banks. Imports work with text-based PDFs (not scanned image-only files).
Do you connect to my bank?
No. Ezzy Money does not use Open Banking or live bank sync. You download a statement PDF from your bank and import it here.
Do you support CSV imports?
Yes. You can import a CSV with date, description, and amount (optional merchant, notes, balance, and flow). PDF bank statements remain the main path for UK banks. You can also export the current transaction view to CSV.
What will I see in the app?
Home is Overall Analytics: cashflow, insights, top categories and merchants, budget health, goals, and balance trend. Transactions is a separate page with account summaries, search, and CSV export. There is no live bank feed.
How does categorisation work?
System rules handle common merchants out of the box. You can create custom rules on merchant or description text, apply them to existing transactions, and set categories manually. It is rule-based, not machine learning.
Can I use multiple currencies?
Each account has its own currency. Multi-currency consolidation is planned for a future release.
How much does it cost?
There is no public pricing yet. Join the waitlist and we’ll tell you before any billing exists.
How do I get access?
Ezzy Money is in early access. Join the waitlist and we’ll email you when your invitation is ready. Existing accounts can still sign in as usual.
Can I delete my account and data?
Yes. Open Settings from your account menu and use Delete account in the Danger Zone. Your data belongs to you.
Does it work on mobile?
The dashboard is fully responsive. Import and review on any device with a modern browser.
Ready to understand your money?
Join the waitlist for early access. We'll email you when you can import your first bank statement.