Summary Report
Turn a messy bank export into a polished PDF with categorized spending, totals, and charts — ready for advisors, landlords, or your own records.
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Auto-categories
8+ spending groups from descriptions
Income vs expense
Totals plus monthly breakdown when dates exist
Branded PDF
Charts, tables, and your name on the report
Frequently asked questions
Salary, rent, food, transport, utilities, shopping, health, transfers, and more — inferred from transaction descriptions.