Everything Jeff Banks does.
Jeff Banks is a personal finance web app. Below is each part of it, from Home to the copy of your data.
The balance of every account.
Home works out the balance from the movements you upload for each bank and shows what each account contributes. You also see the income and spending of the period you choose: this month, the last 30 or 90 days, this year or any dates you like. The search finds any movement by merchant or description.
Import your bank statement as CSV.
Download the CSV statement from your bank's website and upload it. Jeff Banks recognizes the date, amount, description, currency and type columns, named in Spanish or in English. Import the same statement into that bank again and nothing is duplicated. Two coffees for the same amount on the same day count as two.
A name and a category for every movement.
Jeff Banks strips the bank's jargon from every description and recognizes hundreds of merchants. For every movement it suggests one of its 23 built-in categories. Merchants it doesn't know keep their name, cleaned up. To change a category, you pick it on the movement, or select several and change them all at once, with a notice that lets you undo it right after.
- Rent and mortgage
- Home
- Utilities
- Insurance
- Groceries
- Restaurants
- Transport
- Shopping
- Leisure
- Health and fitness
- Education
- Travel
- Subscriptions
- Phone and internet
- Loans and credit
- Salary
- Income
- Transfers
- Savings and investing
- Cash
- Fees
- Taxes and charges
- Uncategorized
Bank's description: COMPRA TARJ. 5540XXXXXXXX1234 MERCADONA VALENCIA
-€91.05Mercadona
Bank's description: ADEUDO SEPA IBERDROLA CLIENTES S.A.U.
-€63.44Iberdrola
Bank's description: TRANSFERENCIA DE GRUPO LEVANTE LOGISTICA SL CONCEPTO NOMINA
+€2,450.00Grupo Levante Logistica
Your income and spending by category.
Month shows each month's income, spending and net, with a chart by category, and each one opens into the list of its movements. With Premium you also get the comparison with your usual month and the merchant and bank tables.
Payments lists your subscriptions and debts.
There you see the subscriptions and bills that repeat, with what they cost a month and a year, and separately the ones no longer charged. The Debts tab holds your loans, and with Premium you add what is left to pay on each one.
Transfers that don't count twice.
When you move money between two accounts that are both in Jeff Banks, the two movements are paired as one transfer when something beyond the amount and the date confirms it, such as a bank line that calls it a transfer between accounts, or your name on both sides. A transfer stays out of your income and spending and still counts in your balance. If Jeff Banks doesn't pair it, you mark it yourself.
Every currency on its own.
If you have movements in dollars or pounds, they add up in their own currency. Jeff Banks does not convert them to euros.
A shared workspace.
Whoever handles the money with you joins your workspace with a link or an invitation to their email, and you all see the same banks and movements. The role you give them sets what they can change: Admin, Member or Read only.
Split costs with other people.
On a trip with friends or in a shared flat, you log who paid each expense and divide it equally, by amounts or by percentages. Balances shows who owes whom.
Shared expenses with SplitsBanks AI categorizes your movements and answers your questions.
It gives a category to a movement Jeff Banks doesn't recognize, when it is confident, and when it is less sure it suggests one. In the chat it answers what you ask about your money from your movements, in Spanish for now. It is included in Premium, with 200 credits a month.
¿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
Install it like an app.
Jeff Banks runs in the browser. You install it from there on your phone or computer, and it opens like any other app.
Download your data or delete your account.
You do both from Settings. The copy of your data downloads as a single file.
The beta is invite-only.
Leave your email and we'll send you an invitation when a spot opens up.
