Because your money matters.

Personalized budget for everyone.

What We Do

How it works

send us your bank statements

Secure, quick, and hassle-free.

Simply upload your bank account statements in any format (PDF, CSV, or others) through our secure platform. We ensure your data is protected every step of the way.

  • What You’ll See: A secure upload interface with clear instructions.

  • Why It Matters: Saves time by letting us handle the organization for you.

An Excel download is also acceptable.

A PDF copy of the bank statement can be uploaded.

Or you can just take pictures of the statement.

customize categories

Tailor your financial picture.

Tell us how you want your expenses categorized. Whether it’s “Groceries,” “Utilities,” or “Travel,” we create custom labels that make sense for you.

  • What You’ll See: A list of category suggestions and an option to add your own.

  • Why It Matters: Helps you track your spending exactly the way you want.

Receive Insight

Understand your finances like never before.

Once your transactions are categorized, we’ll send you a detailed report. This includes easy-to-read graphs, spending trends, and custom insights designed to help you make smarter financial decisions.

  • What You’ll See: A downloadable report with visualizations like pie charts and trend lines.

  • Why It Matters: Gives you the knowledge to take action toward financial goals.

Graphs, pie charts, and other visualization for easy to follow changes.

A full monthly analysis is provided.

Trendlines provided to see month over month changes.

Why Choose Us?

Personalized Service: We tailor everything to your needs, from categories to visual reports.

Simple & Secure: Your financial information is handled with the utmost care and confidentiality.

Affordable Pricing: Our services are competitively priced, giving you value for every dollar.

Take Control of Your Finances with Financial Frame.