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Beta access

Your bank statements, translated into clear insights.

Drop in a PDF, see your spending story, and keep control of subscriptions. No bank logins, no spreadsheets, no guesswork.

Local-first parsing Encrypted storage No bank credentials

Monthly snapshot

January 2026

Preview

Total expenses

₹1,28,432

vs last month

-12%

Top category

Transport

Share

23%

Subscriptions

5 active

Recent highlights

  • Cab rides · 4 trips ₹1,240
  • OTT renewal ₹149
  • Kirana + quick commerce ₹7,620
Limited beta slots

Join the BankBuddy beta.

Get early access to dashboards, categorization, and subscription insights. We onboard in batches.

We will only use this to send product updates.

How it works

From PDF to clarity in 3 moves.

BankBuddy parses statements locally, classifies every transaction, and builds a living dashboard you can trust.

1

Upload a statement

Drag and drop a PDF. No bank credentials, no scraping, no messy exports.

2

Auto-categorize

We map every line item into clear categories so trends surface instantly.

3

Review insights

See expenses, subscriptions, and monthly flow from a single dashboard.

Summary

Monthly snapshot

Totals, averages, and largest spends surfaced automatically.

Total expenses

₹1,28,432

6-month trend

Categorization

Auto-tag every line

Categories stay consistent, making trends visible at a glance.

Food

₹18,420

Bills

₹9,840

Travel

₹7,200

Other

₹4,610

Category mix

Analysis

Trends and patterns

Spot spikes, recurring charges, and month-over-month shifts.

Largest expense

₹24,900

Spike detector

Core features

Insights tailored to real spending habits.

Track what matters: recurring charges, category trends, and the moments your cashflow swings the most.

Summary dashboard

Monthly totals, averages, and anomalies.

Smart categorization

Auto-tagged transactions that stay consistent.

Deep analysis

Trends, recurring charges, and signals.

Subscription radar

Renewals, fee creep, and alerts.

Insight strip

Recurring: ₹18,200 Biggest spike: ₹24,900 Avg. month: ₹1.12L

Spend by rail

UPI 46%
Card 28%
Bank transfer 18%
Loan payment 8%

Anomaly radar

New merchant ₹6,840
Fee spike ₹1,240
Duplicate charge ₹520
Alerts update as you upload new statements.

Summary by category

Updated

Dining

₹9,840

Utilities

₹5,420

Travel

₹7,120

Other

₹3,680

Category mix

₹1.28L This month
Essentials 42%
Lifestyle 28%
Travel 18%
Other 12%

Upcoming subscriptions

  • OTT Plus ₹149
  • Design Suite ₹1,499
  • Fitness Club ₹2,199

Weekly cashflow pulse

Weekly avg ₹28,600

Dashboard preview

Visualize spending in seconds.

From payment rails to monthly trends, BankBuddy turns raw statements into clear dashboards you can actually act on.

Spending by rail

Payment mix

Auto-classified
₹1.28L Total spend
UPI ₹56,400
Credit card ₹36,200
Bank transfer ₹22,100
Loan payments ₹13,700

Monthly trend

Expense rhythm

Last 6 months

Highest month

₹1.46L

Lowest month

₹92k

Avg. month

₹1.12L

Recurring payments

₹18,200

Largest spike

₹24,900

Security

Built for privacy-first money tracking.

BankBuddy never asks for your bank login. We parse statements you provide, and everything is encrypted in transit and at rest.

Statements are processed and can be deleted after extraction.

You stay in control of access, exports, and retention settings.

Designed to keep sensitive data out of spreadsheets and inboxes.

Why teams use it

A clearer financial signal.

Time to understand last month

Minutes, not hours

Recurring charges spotted

Automatically

Data ownership

Always yours

FAQ

Questions, answered.

Do you need my bank login?

Never. BankBuddy works with the PDFs you already receive, so you stay in control.

Can I delete my statements?

Yes. You can remove statements any time from your profile settings.

Which banks are supported?

We support major Indian and international banks, and you can request new formats.

Can I export my data?

Absolutely. Export your transactions any time for your own records.

Ready to begin?

Make every statement make sense.

Join the beta and start turning your PDFs into clear financial narratives.