See it in action
Tour
Short videos of Finzytrack in action. These are highlights — the docs cover the full feature set.
Dashboards
Build charts, tables, and KPI widgets that auto-update as your data changes. Arrange them into dashboards that fit how you think about your finances.
Dashboard elements can support click-through links. Clicking on the element takes you to the corresponding transactions. Click-through is demonstrated here using the Income and Expense transactions for January 2026.
Import
Get transactions in from any source — OFX/QFX, CSV, Excel, PDF statements, bank emails, or manual entry. Transactions can be autocategorized and reviewed during import.
Finzytrack's standard import flow relies on user-defined parsing rules — one per institution and format type — that are set up in advance and reused for every subsequent import. The AI Import feature skips that entirely — just upload a statement in any common format (CSV, XLS/XLSX, PDF, or even an image if your AI model supports it), and the AI parses the structure, extracts the transactions, and presents them for review.
Transactions
View and manage your transactions. Finzytrack shows full double-entry postings — not a flat debit/credit list.
Every transaction needs at least two postings, but you can have as many as needed — they just have to sum to zero. For example, a paycheck of $5908.65 that includes $908.65 in travel reimbursement and $5000.00 in salary is recorded as a single transaction with three postings, as shown here.
Accounts
See balances and manage every account — create, edit, open or close, set per-account currencies, and assert balances on specific dates to catch discrepancies.
Add balance assertions to any account to lock in a known-good balance on a specific date. If Finzytrack's calculated balance for that date doesn't match, you'll see an error — a quick way to catch missing transactions, duplicates, or inaccuracies in that account's history.
Query
Run SQL or Beancount queries directly against your transaction data, or ask questions in plain English.
Write a query in Natural Language (English) and let the AI convert it to SQL (Beancount Query Language i.e. BQL is also supported). You can then execute the query and see the results as a table or some common chart types. Works best for one-shot queries. Use the AI Assistant for detailed queries or follow-up questions.
AI Assistant
Ask financial questions in plain English and drill down with follow-ups. The assistant can also create CSV, XLS, and email import rules, and build dashboards conversationally.
Ask questions about your finances in plain English and drill down with follow-up questions. Under the hood, the AI Assistant uses tool calls to fetch exactly the data it needs from your transactions and account balances.
Settings
Configure accounts, import rules, AI models, and more.
Create CSV or XLS/XLSX import rules by hand — no AI required. From Settings → Import Rules, click New Rule and name the YAML file. Upload an example statement and Finzytrack shows a preview with line and column numbers, making it easy to fill in the right fields in the rule template. Save it, and the rule is ready to use from the Imports view for every future statement of that type. CSV is shown here as an example.