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. ✓ Full access unlocked on this device
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.
$130/mo
Uploading your own real files requires a subscription
Sample data is always free to explore the whole tool. To upload and process your own transactions or statements, subscribe below.
$130/mo
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Review & categorize
Transactions are auto-categorized using the keyword rules below. Adjust any category manually, or edit the rules and re-run.
Categorization Rules
Transactions
Total: 0
Uncategorized: 0
Possible duplicates: 0
Date
Description
Amount
Category
Cash flow tracking
A period-by-period view of what's coming in versus going out, plus a running balance so you always know where things stand.
(the balance right before your first transaction)
IncomeExpenses
Period
Income
Expenses
Net
Running Balance
Reconciliation
Upload a second file — like an actual bank or credit card statement — and this will match it against your categorized records to catch anything missing or mismatched.
Drop your statement CSV here, or click to browse
No statement file loaded yet
OR
$130/mo
Uploading real statements requires a subscription
Sample data is always free to try. Unlock uploads of your own real files with a Balance Buddy subscription.
Your Records Total
$0
Statement Total
$0
Difference
$0
Matched: 0 / 0
In your records, not found in the statement
Date
Description
Amount
In the statement, not found in your records
Date
Description
Amount
Monthly Report
A summary built from your categorized transactions, ready to review or hand off to a client.
Total Income
$0
Total Expenses
$0
Net Profit
$0
Spending by Category
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.
