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Frequently Asked Questions
Is my financial data safe?
Yes! We process your data securely and automatically delete it after your session ends. We never permanently store your bank statements or transaction details.
What file formats are supported?
We support CSV, PDF (including password-protected), Excel (XLS/XLSX), and OFX file formats from any bank.
Is the service really free?
Yes! Statement to Budget is completely free to use. No registration, no credit card, no hidden fees.
How accurate is the AI categorization?
Our AI is highly accurate for most transactions, but you can always review and adjust categories in the exported Excel file to suit your specific needs.