Test mode — all payments made in the preview are test payments. Read more
Your Friendly Bookkeeping Assistant
Meet Balance Buddy — bookkeeping that doesn't feel like a chore.
Upload your transactions, get everything categorized, track your cash flow, reconcile against your statement, and get a clean report — all in one place.
Upload your transactions
Works with most bank or credit card CSV exports. Balance Buddy looks for date, description, and amount columns automatically.
Drop a CSV file here, or click to browse
Uploading your own file requires a subscription — see below
OR
Expected columns (any order, common header names auto-detected):
Date, Description, Amount. Positive amounts are treated as income/deposits, negative as expenses.Work With Me Directly
Book a call by email.
Want help beyond the tool — ongoing support, a walkthrough, or questions about your subscription? Send an email and I'll get back to you to set up a time to talk.
Email to Book a Callyouremail@example.com