Statement2Budget
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Build a Real Budget from Your Actual Spending

Upload a bank statement or test our 1-click interactive demo to see where your money really goes. Get categorized transactions, a spending dashboard, and a realistic monthly budget in about a minute.

Build my real budget

Try 3 pages free • No signup • Files auto-deleted after analysis

Drop your statement here — 3 pages free, no signup

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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signup

Budgets fail when they start with guesses. Statement to Budget reads your real bank transactions, groups your spending, and turns the result into practical monthly targets. There is no spreadsheet setup and no need to estimate last month's spending from memory.

Instant 1-click demo statement available — try it right now

Budget targets based on real transaction history

Automatic categories for everyday spending

Interactive dashboard before you export anything

Excel, budget template, and PDF report exports

Try 3 pages free with no signup or credit card

How it works

1. Upload or try demo

Drop in a bank statement or click "Try Demo Statement" to test the flow instantly.

2. See your real spending

Transactions are extracted and organized into useful budget categories automatically.

3. Build and export your budget

Adjust the suggested monthly amounts, then export the budget and categorized transactions.

Frequently asked questions

Statement to Budget extracts your transactions, groups spending into practical categories, and uses your real monthly totals to create a budget you can adjust and export.

Yes! Click "Try Demo Statement" in the upload box to immediately test the analyzer with realistic sample transactions. You can also upload up to 3 pages of your own statement free with no signup or credit card.

You can upload PDF, CSV, XLS, XLSX, and OFX files, including password-protected PDF statements.

Files are processed securely and automatically deleted after analysis. Your statement is not sold or used for advertising.

Ready to try it?

Build my real budget