Moneylizer Beta is available

Understand your
money, Securely!

All those statements.
Finally making sense.

Bring your accounts, transactions and financial documents into one place. See where your money goes—and how it all adds up.

A CLOSER LOOK AT MONEYLIZER60 seconds. One clearer picture.
Your financial life is connected. Your statements should be, too.
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No net-banking password Your financial data stays yours

Your financial life.
Beyond a single account.

Bank statements
Credit cards
Investments
Financial records

Less uploading, every month.

Connect Gmail or Outlook to import supported statements. Prefer to do it yourself? Manual upload is always an option.

Put spending in context.

Use categories and labels to organise transactions across accounts, from everyday purchases to recurring payments.

Take your data with you.

Export your transactions when you need them. Keep a usable copy of your financial records outside Moneylizer.

HOW MONEYLIZER WORKS

A few statements.
A lot more understanding.

You already have the information.
Here’s how Moneylizer makes it useful.

01ADD YOUR STATEMENTS

Start with what you have.

Upload a supported PDF or Excel statement—even a password-protected one. Or choose optional email imports to bring statements in from your inbox.

Manual upload or Gmail / Outlook
02BRING THE DETAILS TOGETHER

Give every transaction a place.

Moneylizer extracts transactions into one searchable view. Categories and labels help you organise the details across your different accounts.

Search, filter, categorise and label
03SEE YOUR FINANCIAL PICTURE

Turn the detail into perspective.

Review spending across accounts and see assets alongside liabilities. Understand your net worth with the context behind the numbers.

Get started with Moneylizer

Statement support varies by institution and format.

Check supported formats
PERSONAL FINANCE SHOULD STAY PERSONAL

Your money.
Your data.
Your business.

Understanding your finances shouldn’t mean giving up your privacy. That belief is built into Moneylizer.

Read our privacy commitment

Your data isn’t our product.

We don’t sell, rent or monetise your financial data. And we don’t show advertisements.

Your bank login stays with you.

We work from statements. We don’t ask for your net-banking password or move money on your behalf.

You stay in control.

Choose what you upload. Email import is optional. Export your data or delete your account from your settings.

No ads No sale of personal data No bank credentials
GOOD QUESTIONS

A little clarity,
before you start.

Visit the help centre
What exactly is Moneylizer?

Moneylizer helps you understand your financial life through your statements. It brings together statement uploads, transaction search, categories, labels and a view of your assets and liabilities.

Do I need to connect my bank or email?

No. You can upload statements yourself without sharing your net-banking login or connecting your inbox. Gmail and Outlook imports are optional conveniences, separate from signing in.

Which statements can I upload?

Supported PDF and Excel statements, including password-protected documents. Support depends on the particular statement format, so please check the current supported formats for your institution.

Can I take my data with me?

Yes. You can export your data from your account and delete statements or your account through settings. See our data policy for the details of retention and deletion.

LESS GUESSWORK STARTS HERE

Get to know
your money.

Your statements already have the story.
Let’s make it easier to see.

Join the waitlist Yours to explore.