Frequently Asked Questions

Vezne is a personal finance tracker. Record and categorize your income and expenses, import bank statement files, set up rules that categorize new transactions automatically, and track it all from a dashboard — with no live connection to your bank.

Yes, Vezne is currently free. If paid plans are introduced later, pricing will be shown to you up front before anything is charged.

No. Vezne never connects directly to your bank or asks for your banking credentials. You export a statement from your bank yourself and upload the file.

Excel (.xlsx/.xls) and CSV files are supported today. PDF statements can also be imported using an optional AI-assisted parsing step — it’s off by default and only runs if you turn it on in Settings. Other formats (OFX, QIF) are planned but not available yet.

After you upload a file, Vezne asks you to map its columns (date, amount, description, etc.) to the fields it understands. You can save a mapping, and it’ll be suggested automatically the next time you import a statement from the same bank.

Yes. Every import goes through a preview step where you can review, edit, or exclude individual rows before committing them to your account.

Vezne checks for duplicates automatically during import, so re-uploading a statement — or one with an overlapping date range — won’t create duplicate transactions.

Categories have up to two levels — a parent for grouping, and children underneath it. Transactions and rules always attach to a specific child category, never to a parent group directly.

Tags are flat labels you can attach to any transaction, independent of its category — useful for cutting across categories, like tagging everything related to a trip.

Rules run in priority order during import. Each rule matches transaction text (contains, equals, starts with, or ends with a value you set) and, when it matches, assigns a category and optionally a type or tags — so recurring transactions get sorted automatically instead of by hand every time.

Your password is stored as a salted hash — Vezne never stores or has access to it in plain text.

Yes, Google Sign-In is available alongside email and password, at your choice.

Your account is deactivated immediately, with a 30-day window to restore it just by signing back in. After that window, your data is permanently deleted.

No — Vezne doesn’t sell your data or use it for advertising. A small number of service providers help run the product (sign-in, bot protection, error tracking, and the optional AI parsing feature), each only receiving what it needs to do its job. Full details are in the Privacy Policy.

See the Terms of Service and Privacy Policy.