Features

Track your financial health with interactive graphs that visualize your balance history, net worth, and spending categories over time. Advanced categorization and clustering tools allow you to analyze expenses like groceries, dining, and shopping, uncover trends, and gain deeper insights into your financial habits. All of your financial data is stored on your personal computer, so no third party can see your transaction history or accounts. Not even the ParseTrail team!

Track Your Balances

See the balance history of each account over time with intuitive graphs. Assets and debts are imported from bank, credit card, and loan statements.

The value of tangible assets such as automobiles and real estate can be estimated over time using appreciation rates.

Accounts Screenshot

Know Your Net Worth

Monitor your total assets, debts, and net worth at a glance. See all your hard work pay off!

Net Worth Screenshot

Understand Your Spending

Use advanced machine learning tools to categorize transactions automatically, then plot expenses like groceries, shopping, and dining over time.

Easily identify any suspicious recurring transactions.

Export graphs and transaction reports so you can review them with your partner or financial planner!

Category Spending Screenshot