01
Import filesCSV · Excel · TXT
Bring it together
Import transaction exports from your banks and cards, then assign each import to the right account.
Personal finance, organized your way
All your finances. One clear view.
Bring together transactions from different banks, organize them around your life, and understand where your money really goes without connecting your bank.
One view across every account
Bring separate exports into one analysis view.
AccountsCategoriesTags
Daily account148 transactions
Savings92 transactions
Travel card64 transactions
How it works
From scattered transactions to a complete picture
Walletycs gives you the structure to make financial data from different places work together.
02
Make it yoursRules · tags · splits
Organize it your way
Create categories, keyword rules, tags, budgets, splits, and groups that match how you actually manage money.
03
See clearlyFilters · charts · totals
Understand the full picture
Explore income and spending across time, accounts, categories, tags, and currencies from one analysis view.
Your structure
Built around real life, not rigid templates
Your finances do not fit neatly into one bank, one category system, or one currency. Walletycs gives you room to model them properly.
Multiple accounts, one view
Keep banks, cards, savings, and other financial scopes separate while analyzing them together.
Categories and keyword rules
Build a category system that fits your life and automate recurring patterns.
Tags across everything
Track trips, projects, shared costs, or any context without changing the main category.
Split and group transactions
Handle mixed purchases, reimbursements, and related payments without losing the original context.
Multi-currency analysis
Keep each transaction’s original currency and analyze the full picture in your preferred currency.
Budgets and interactive insights
Compare spending with category budgets and explore patterns through filters and charts.
Automation with control
Less manual work. You stay in control.
Keyword rules handle familiar transactions. AI categorization helps turn the rest into useful suggestions and new categories, so you can review the result before importing.
1Rules handle patterns
2AI suggests categories
3You review the result
4Import with confidence
Import review
You decide what gets saved
Keyword ruleRecurring match
AI categorizationSuggestions ready
Your final sayAccept or change
Privacy that fits your life
Your financial data stays yours
Organize and understand your finances with clarity, flexibility, and peace of mind.
Bring your financial information together in one clear workspace.
Keep each account, category, tag, and currency organized your way.
Use privacy mode when you want sensitive amounts out of sight.
Protect your account with multi-factor authentication.
Export your data whenever you need it.
Beta Launch Plan
Start with the Beta Launch Plan
Bring your financial picture together, organize it your way, and get clear analysis from the first day.
Beta Launch Plan
€0always
Everything you need to bring your financial picture together and make it your own.
Included in the Beta Launch Plan
- 1500 transactions
- 30 categories
- 5 accounts
- 5 tags
- +1000 extra transactions for AI categorization (until June 2027)
- 50 transactions per month for AI categorization
- Custom rules, splits, groups, budgets, and multi-currency analysis
The Beta Launch Plan is available from day one. Features and limits may evolve as Walletycs grows.