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Track your money without connecting your bank.

Import your bank statement files, set rules that categorize new transactions automatically, and see exactly where your money goes.

No bank connection, ever — Vezne only sees the statement files you choose to upload.

01

Import

Upload an Excel, CSV, or PDF bank statement. Every row goes through a preview where you can review, edit, or exclude it before anything is added to your account.

02

Automate

Set a rule once and it runs on every future import — match transaction text and assign a category, type, or tags automatically.

03

Understand

A dashboard shows income, expenses, and net savings, with category breakdowns and month-over-month trends.

Bank statement import

Column mapping is remembered per bank, duplicate transactions are caught automatically, and nothing is added to your account without a review step first.

  • .xlsx
  • .xls
  • .csv
  • .pdf

Automation rules

Rules match transaction text — contains, equals, starts with, or ends with — and run in priority order, assigning a category and optionally a type or tags. Recurring transactions sort themselves.

Dashboard & insights

Income, expenses, net savings, and transaction count at a glance, plus category breakdowns, daily trends, and monthly comparisons.

See it in action

Bank statement import

Vezne import screen with a file upload field and saved column mapping selector

Upload a file, map its columns once, and Vezne remembers the mapping for next time.

Automation rules

Vezne rules table listing three automation rules with their match text and assigned category

Priority-ordered rules match transaction text and assign a category automatically.

Dashboard & insights

Vezne dashboard with income, expense, and net savings charts and a category breakdown

Income, expenses, and net savings over time, plus a category breakdown.