Get the best view into your finances
Understand your habits with Budget Visualizer. Track your income and analyze your spending with advanced charts and lists.
All for free!
Gas
Grocery
Entertainment
Automated Categorization
We use the power of AI to automatically generate categories for your transactions, giving more insight into how your money is spent.
Upload
Simply upload CSVs of your past transactions and get a modern chart and list view of your data.
Download Transactions
Export your transaction history from your bank as a CSV file.
Export from your bank
Log into your online banking and navigate to your transaction history. Look for an option to export or download your transactions as a CSV file. Keep scrolling to see examples
Ensure correct date range
Select the date range for which you want to download transactions to ensure you have all the necessary data.
Save the file securely
Save the downloaded CSV file in a secure location on your computer.
Upload and Import
Upload your CSV file into Budget Visualizer for automatic processing.
Access Budget Visualizer
Open the Budget Visualizer application and navigate to the import section.
Upload your CSV
Click the upload button and select the CSV file you downloaded from your bank.
Let the app process your files
Budget Visualizer will process your CSVs and prepare them for visualization.
Visualize Your Budget
Explore dynamic chart and insights help your spending habits.
View your dashboard
After importing, navigate to your dashboard to see an overview of your finances.
Analyze spending patterns
Use the chart and graphs to identify trends in your spending habits.
Filter the list views
Utilize the list views to better understand your spending through various filters.
Downloading CSV Statements
Select your financial institution and follow the video instructions to download your CSV statements.
Below is a step-by-step video guide for Chase:
Roadmap
We're constantly improving Budget Visualizer to make managing your finances easier and more insightful. Here’s what’s coming next:
1
Expand Supported Financial Institutions
We're working to integrate more financial institutions to ensure seamless data import from even more banks and providers.
2
Improved charting tools
We're working to expand the available charts, giving user's more insights as quickly as possible
Contact Us
Want to shape what we work on? Have questions or feedback? We’d love to hear from you! Reach out to us at:
support@budgetvisualizer.com