BANKVERTO · Personal Finance
Personal Finance & Expense Tracking Workspace
Bring your statement transactions into one Personal workspace. Review spending categories, explore financial activity and keep budgeting and planning grounded in the records you have checked.
Understand your expenses
Import supported statements, review categories and compare spending over time. Analytics lets you choose a particular financial account or a consolidated view. Check source currencies and date filters before comparing totals.
Connect spending with your budget
Set monthly limits and compare them with categorised transactions. Confirmed transfers and card repayments are excluded from spending, while linked purchase refunds reduce spending when received.
Plan with dated balances
Net worth planning uses asset and liability balances that you enter as snapshots. It does not fetch live market valuations or automatically turn every statement balance into your total wealth. Features and history limits depend on your plan.