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