Frequently asked questions.

It is a web app for managing the money at home. You upload each bank's CSV statement and see where the money goes each month, your subscriptions and debts, and the costs you share with other people.

Right now you need an invitation. Request access with your email on this site and we will write when a spot opens up. If someone invites you to their workspace or to a split, you get in with that invitation. You always sign in with your Google account.

Yes. Whenever you want to bring a bank up to date, you download a new CSV from its website and upload it. A movement that is already in that bank, with the same date, amount and description, is skipped.

Banks that let you download your movements as CSV, as long as the file has one column with the date and another with the amount. For now, on Free and Premium movements come in only through that file.

No. Jeff Banks only reads the movements you import.

You never have to give your bank passwords to use Jeff Banks. What is kept and how it is protected is on the security and privacy page.

Free costs €0. Premium's price will be published soon, and the plan comparison already shows what it includes. During the beta it is turned on on request.

Premium lets you have up to 10 banks and create your own categories, and includes Banks AI with 200 credits a month. With it, Month compares the month with the ones before and shows how much you spend at each merchant and from which bank. In Debts you also record how much is left to pay on each one.

It is the part of the app that uses artificial intelligence. It categorizes the movements the app can't name on its own, when it is confident of the category, and in a chat it answers your questions about the money at home, in Spanish for now. It is part of Premium, and each use spends credits.

Yes. Invite your partner to your workspace, by email or with a link, with a role: Admin, Member or Read only. Each person signs in with their own Google account and sees the same data; their role decides what they can change.

You create a split, add the people and log the shared expenses. Splits works out who owes whom, and each person pays by bank transfer or Bizum. Whoever joins signs in with Google and only sees the split. If they don't use Jeff Banks yet, they also get a free workspace of their own.

There are no budgets or goals. With Premium, Month compares each month with what is usual in your previous months and shows whether you are above or below.

Every currency adds up on its own, with its own totals, and Jeff Banks never converts them.

Yes, if the CSV puts the day before the month, as Spanish banks do, or starts the date with the year. The columns can be named in Spanish or in English, and if the file has a currency column, each movement keeps its own currency.

The security and privacy page says which servers the app runs on and which database keeps your data.

Yes, both are in Settings, under “Your data”. If you are the only Owner of a workspace other people share, first make someone else an Owner.

Yes. From your phone's browser you add it to your home screen, and it opens with its own icon. It is not in the app stores yet.