Several bank accounts in one place.
Each statement shows only part of your money when your salary goes into one bank and your savings into another. In Jeff Banks you add every account as a bank in your workspace, and Home shows all their balances at once, each currency on its own.
How do you see all your accounts together?
Accounts are added under Banks, each with whatever name you give it, and on each one's page you upload the CSV statement your bank's website lets you download. The file's rows become that account's movements, so every account keeps its own list and its own balance. On Home, one list holds the movements of every account, and each row shows which bank it came from.
Jeff Banks looks for repeats only within each bank. Uploading a statement again to the bank that already has it adds nothing, while uploading it to another bank brings its rows in as new movements there. So if you upload two accounts' statements to the same bank, a row from the second that matches one from the first in date, amount and description does not go in.
How many banks your workspace can have.
A workspace on Free can have 1 bank, and one on Premium up to 10. Once a workspace reaches that number, Jeff Banks does not let it add more banks.
How Home adds up your accounts.
A bank's balance is the sum of the movements you have uploaded to it, in each currency separately. Home shows the balance of all your banks together and, below it, what each one holds, and in each currency those parts add up exactly to the figure above.
Whatever was in an account before the first movement you uploaded is not in that sum, because Jeff Banks counts only what your statements bring.
Two sample accounts on Home.
In the sample card, the €16,211.90 balance is what “Joint account” and “Savings” hold, €13,211.90 and €3,000.00. Everything in “Savings” came from “Joint account” in six transfers of €500.00, one a month, and none of them counts as spending or income.
What if an account is in dollars?
The home behind the sample card has a third account, “Travel card”, whose only movements are a trip's spending in dollars. That $454.55 makes a separate balance in dollars, and Jeff Banks neither turns it into euros nor mixes it with the €16,211.90 in the other two accounts. A currency with fewer than 3 movements in the last 30 days may not appear on Home if its balance is under 10% of its largest movement, and you can choose to show it in Settings.
Money you move from one account to another.
Each half of a transfer between your accounts sits on a different statement, money going out on one and coming in on the other. Jeff Banks can find both halves if you have both accounts in your workspace, and when a sign confirms they are the same money, neither half counts toward your income or spending. If the other account is not in Jeff Banks, that half is missing, and the movement counts as spending or income until you mark it yourself.
Your income and spending, across every account at once.
Month counts your income and spending from every bank in the workspace, one currency at a time. The Premium plan adds a table the app still labels in Spanish, “Por banco” (by bank), with each bank's spending, income and net for the month, shown when that month has movements from two banks or more in that currency.
Sharing the accounts with someone else.
A workspace has room for several people, such as a couple or a family, and each of them has a role and uses their own Google account to get in. Everyone in it sees the same banks, with their movements. Adding a bank is up to whoever has the Owner or Admin role, and a Member can upload statements too.
The beta is invite-only.
Leave your email and we'll send you an invitation when a spot opens up.
