Introducing BankToBudget
Most people know they should have a budget. The problem isn't wanting one, it's the hours of tedious work required to create one.
BankToBudget solves this by doing the heavy lifting for you. Upload your bank's transaction export (CSV or QIF format), and in about 60 seconds you'll have a structured budget that identifies your recurring income and expenses.
What You Get
After uploading your transactions, you receive:
- An online budget you can view anytime
- A downloadable Excel spreadsheet to edit and customize
- AI-categorized recurring expenses and income
- Monthly spending patterns broken down by category
How It Works
The process is straightforward. Upload your bank export file and provide your email. Our AI analyzes your transaction history to identify recurring bills, subscriptions, and income sources. You see the results immediately online and receive a spreadsheet version by email.
Who It's For
BankToBudget is designed for people who want a budget but don't want to spend hours building one from scratch. If you value your time more than the cost of a coffee, this tool makes sense.
The service costs $5, one time. No subscription, no recurring fees. You pay after seeing your budget analysis, so you know exactly what you're getting.
Getting Started
Head to the homepage, upload your bank export, and you'll have a working budget in about a minute. From there, you can adjust categories, add notes, or use it as-is. The spreadsheet is yours to keep and modify however you like.
If you have questions or run into issues, reach out at hi@banktobudget.com.