Upload one bank statement or many — BudgetMe reads every single line and sorts it across as many categories as you need. It shows exactly where a budget is holding, or breaking.
Nothing hidden behind a setup wizard — this is the whole process, start to finish.
Drop in a PDF, CSV, XLSX, QBO, QFX or QIF from any bank. BudgetMe parses dates, merchants, and amounts straight off the page — no manual entry, no reformatting first.
Once a bank statement is uploaded, categorize the transactions as needed. BudgetMe automatically categorizes every other transaction that's alike, and future statement uploads categorize themselves based on what's been categorized before.
Set a monthly limit per category. A progress bar fills in as spending lands, and turns from ledger green to brick red the moment a limit is crossed.
Send the ledger back out as CSV, Excel, PDF, or an image — ready for taxes, splitting a bill, or a record you actually keep.
Every category with a limit set counts toward one number. Categories on track lift it. Categories that go over pull it down. Try it — click a category below.
A statement uploads straight into your browser. BudgetMe reads the PDF, extracts the numbers, and does the categorizing right there — it never phones the data home.
No bank login. No account linking. Just the statement you already have.