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Bank statements

See where your money goes without linking a bank: drop in your bank's export for balances, net worth, cash flow and spending by category.

FreeMac

Choose an example to copy it, then try it in Jevie.

What it looks likeUse itHow it worksLimitsWhere it's kept

Use it

Bring it in

See it

Sort it

How it works

Download a CSV, OFX or QFX statement from your bank's website and give it to Jevie, or drop the file on it. Any bank's export reads as it is, and importing the same months twice adds nothing.

Merchants are named from the bank's codes (POS PURCHASE STARBUCKS #1234 is Starbucks) and filed into categories you can change. Every figure is added up from your own transactions, and the eye on any view hides the amounts.

Limits

Where it's kept

The ledger in ~/.jevie/ledger/ledger.json (each transaction with the file it came from), your rules in ~/.jevie/self/categories.md ↔ ~/.jevie/categories.json.

What it looks like

Your bank, from its own export: balances, net worth, money in and out
Your bank, from its own export: balances, net worth, money in and out

Drawn by Jevie's own renderer with made-up data.

In Jevie, help bank statement answers from this page as you type.

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Updated 23 October 2026 · Something wrong or missing? Tell us