Because your money matters.

Personalized budget for everyone.

What We Do

  • We start by securely receiving your bank account statements in various formats, so you don't need to worry about compatibility or manual uploads.

  • Your finances are unique, so we categorize your transactions according to the labels that work best for you. Whether it’s personal, business, or a blend of both, we make it simple to stay organized.

  • With our easy-to-read graphs, you’ll see exactly where your money is going each month. Our reports include pie charts, bar graphs, and trend lines, giving you a comprehensive view of your spending habits over time.

  • Our detailed reports are more than numbers; they provide insights on your spending habits. You’ll receive summaries that highlight areas of overspending, monthly trends, and opportunities for savings.

  • With a clear understanding of your spending, you can confidently make decisions that help you save more, spend wisely, and reach your financial goals faster. Financial Frame provides the tools and insights to keep you informed and in control.

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.

    • Groceries

    • Dining Out

    • Clothing

    • Personal Care (e.g., haircuts, skincare)

    • Subscriptions (e.g., streaming services, memberships)

    • Entertainment (e.g., movies, concerts)

    • Travel (e.g., flights, accommodations)

    • Hobbies & Leisure (e.g., sports, crafts)

    • Rent/Mortgage

    • Utilities (e.g., electricity, water, gas)

    • Internet & Cable

    • Home Maintenance & Repairs

    • Property Taxes

    • Home Insurance

    • Cleaning Supplies

    • Gas/Fuel

    • Car Payments

    • Car Insurance

    • Public Transportation (e.g., bus, subway)

    • Vehicle Maintenance (e.g., repairs, oil changes)

    • Ride-Sharing Services (e.g., Uber, Lyft)

    • Loan Payments (e.g., student loans, personal loans)

    • Credit Card Payments

    • Savings Contributions

    • Investments (e.g., stocks, retirement accounts)

    • Taxes

    • Debt Repayment

    • Health Insurance

    • Medical Expenses (e.g., doctor visits, prescriptions)

    • Fitness (e.g., gym memberships, fitness classes)

    • Mental Health (e.g., therapy, wellness apps)

    • Childcare

    • Education (e.g., tuition, school supplies)

    • Allowances

    • Activities (e.g., sports, lessons)

    • Charitable Donations

    • Gifts (e.g., birthdays, holidays)

    • Special Occasions (e.g., weddings, anniversaries)

    • Office Supplies

    • Business Meals

    • Client Gifts

    • Travel for Work

    • Professional Services (e.g., legal, consulting)

    • Advertising & Marketing

    • Miscellaneous Purchases

    • Unexpected Expenses

    • Pet Care (e.g., food, vet visits)

    • Events (e.g., weddings, parties)

    • Luxury or Splurge Items

    • Gaming Expenses

    • Education for Career Growth

    • Eco-Friendly Purchases

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.