Enter your names, PINs, and current balances. Do this once together.
Person 1
Person 2
💰
Our Budget
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A
P1
B
P2
🔐
Verify your PIN
Enter either PIN to access settings
Settings
Person 1
Leave blank to keep current PIN
Person 2
Leave blank to keep current PIN
Review transactions
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Our Budget
You
Add
Transactions
Import
Analysis
Settle
New entry
Add an expense or income manually
REIMBURSEMENT
No reimbursement
Personal — nothing owed
Split 50/50
Other person owes half at month end
Owed full amount
Paid entirely on their behalf
All
Expenses
Income
P1
P2
Reimbursable
📂 CSV file
📋 Paste text
Import from bank CSV
Export transactions from your bank's website or app as a CSV file, then drop it here.
📂
Drop CSV file here
or tap to browse — supports Chase, BofA, Wells Fargo, Capital One, and most banks
How to export your CSV
🏦 Chase: Accounts → Download → CSV
🏦 Bank of America: Accounts → Download → Microsoft Excel
🏦 Wells Fargo: Accounts → Download Transactions
🏦 Capital One: Accounts → Download → CSV
🏦 Most banks: Look for "Download", "Export", or "Statement" options
Paste transactions
Copy a table from your bank app, Monarch Money, Copilot, Excel, or anywhere else and paste it below. Handles tab-separated and space-aligned formats automatically.
Works with: Monarch Money, Copilot, Excel/Google Sheets copies, most bank app exports