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A lit floor lamp with a pleated shade beside the curtains of a dim room.

An app to track spending at home. It works with the statement you download from your bank.

Jeff Banks cleans up your bank's descriptions.

It removes prefixes like “COMPRA TARJ.” and card numbers, and puts in the merchant's name when it recognizes it. Every movement shows its payment type and a suggested category.

  1. Bank's description: COMPRA TARJ. 5540XXXXXXXX1234 MERCADONA VALENCIA

    Mercadona

    GroceriesCard

    -€91.05
  2. Bank's description: ADEUDO SEPA IBERDROLA CLIENTES S.A.U.

    Iberdrola

    UtilitiesDirect debit

    -€63.44
  3. Bank's description: TRANSFERENCIA DE GRUPO LEVANTE LOGISTICA SL CONCEPTO NOMINA

    Grupo Levante Logistica

    SalaryTransfer

    +€2,450.00
  4. Bank's description: RECIBO NETFLIX.COM 866-579-7172

    Netflix

    SubscriptionsDirect debit

    -€13.99
  5. Bank's description: CARGO CUOTA 8/24 PRESTAMO CETELEM

    Cetelem

    Loans and creditDirect debit Installment 8 of 24

    -€120.00

If a category doesn't fit, change it on one movement or on several at once. Your choice stays even if you upload the same statement again.

How you start.

  1. Download your statement.

    On your bank's website, download your movements as CSV.

  2. Upload it to Jeff Banks.

    Add your bank and choose the file. Movements you had already uploaded are not added twice.

  3. Go over your month.

    You see each expense's category and the month's totals.

Your bank's CSV works if it has a date column and an amount column.

How to import a statement as CSV

Your income and spending for each month.

Your spending is grouped by category. Tap one to see the movements that make up its total.

Premium adds the month's pace against your previous months, and the breakdown by merchant and by bank.

See every feature

Jeff Banks adds up your subscriptions and installments.

It looks through your movements for the charges that repeat, like Netflix or the gym, and tells you what you pay a month and a year. Each loan shows up with its installment.

How subscriptions are found

For when there are several people and several accounts at home.

If you're a couple or a family, each person has their own sign-in and you all see the same figures.

Shared costs with people you don't live with.

Splits divides what you pay on a trip or a dinner with friends and shows who owes whom. You can add an expense straight from a movement in your bank.

Shared expenses with Splits

A workspace with a role for each person.

Invite the others at home as Admin, Member or Read only, depending on what you want each of them to be able to change.

Every currency adds up on its own.

What you pay in dollars on a trip stays in dollars, with its own total.

Transfers between your own accounts stay out of income and spending.

When both accounts are in your workspace, Jeff Banks recognizes the transfer if the bank calls it one or if both movements carry your name. If it misses one, you mark it by hand from the movement.

Banks AI answers from your workspace's figures.

Ask it “how much have we spent on restaurants this year?” and it gives you the total for each currency separately. It also suggests a category for the movements the rules don't recognize.

Included in Premium, with 200 credits a month.

PremiumExample

Banks AI answers in Spanish for now.

¿En qué gasté más en septiembre?

En septiembre, en EUR: 1.753,83 € de gastos y 4.430,00 € de ingresos. Lo que más, Alquiler e hipoteca (950,00 €), y después Supermercado (279,07 €). En USD, aparte: 454,55 USD.

La Parada del Mercat

GroceriesCategory set by Banks AI · 92%

-€23.40

Banks AI categorizes a movement from its description, with the numbers masked. Jeff Banks does not store conversations.

Privacy.

  • There are no ads here, and your data is not sold.
  • You sign in with your Google account, so there is no password to keep.
  • Jeff Banks cannot move your money.
  • From Settings you download your data or delete your account.
What Jeff Banks keeps

What it costs.

You start free and move to Premium when you need more banks or Banks AI.

  • Free

    €0

    • 1 bank
    • Your month by category
    • A suggested category for every movement
  • Premium

    Pricing soon

    • Up to 10 banks
    • Monthly pace and trends
    • Your own categories
    • Banks AI, 200 credits a month
    • Debts by hand, and what is left to pay
  • Unlimited

    Pricing soon

    • No limits on banks or Banks AI
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