Uploading your first bank statement

Log into your online banking, download your most recent statement as a PDF, and upload it here.

We read every line, identify the merchant, suggest a category, and figure out the HST treatment.

Anything we're not 100% sure about lands in the Review queue for you to confirm with one click.

Your bank's website doesn't have to be working — the PDF is what matters. We don't need bank login credentials.