Powered by Claude AI

Your finances.
Automatically
organized.

Upload your bank or credit statements. Our AI categorizes, tracks, and explains your spending — no manual entry.

Get Started Free See how it works
No manual tracking
Works with any bank
Built for couples
Recent Transactions
Tim Hortons
Food
-$4.50
Netflix
Entertainment
-$17.99
Salary Deposit
Income
+$3,200
Uber
Transport
-$12.40
Grocery Store
Food
-$87.30
AI Insight

You spent 18% more on dining this month. Consider setting a $300 budget.

How it works

From statements to insights — in seconds

Upload once. Everything else is automatic.

01

Upload your statement

PDF, CSV, or a photo of your receipt. Any bank, any format.

02

AI does the work

Transactions are extracted, merchants normalized, and spending categorized automatically.

03

Get clear insights

Understand where your money goes, spot patterns, and stay on top of budgets.

Features

Everything your finances need

Built for people who want clarity without the complexity.

Automatic Tracking

No manual entry. Ever. Upload a statement and everything populates instantly.

Smart Categorization

AI understands your spending patterns and learns your habits over time.

Couple-Friendly

Track shared and personal expenses separately. Full visibility for both partners.

Card-Level Insights

See exactly which card you use and where. Optimize rewards and spot overspending.

Receipt Scanning

Snap a photo of any receipt. The AI extracts the total, merchant, and date.

Intelligent Insights

"You spent 18% more on dining this month" — surfaced automatically, no digging required.

Built for couples

Built for you — and your partner

Most finance apps treat you as one person. Yogi Finance understands that money in a relationship is both shared and personal.

Separate personal and shared expenses
Both partners get full visibility
Smart split tracking for shared bills
Each person uploads their own statements
Y
You
Personal spending
$1,240
P
Partner
Personal spending
$980
Shared
Rent, groceries, utilities
$2,100

Insights

Your money, explained

Not just charts. Actual sentences that tell you what's happening.

You spent $420 on dining this week

+18%

Subscriptions total $89/month

6 active

Your spending increased 12% from last month

+12%

You saved $340 more than last month

+$340

Security

Your data stays private and secure

Encrypted storage

All data encrypted at rest and in transit.

No bank connections

Upload-only. We never connect to your bank.

Private by default

Your data is never sold or shared with third parties.

Start understanding
your money today

No credit card required.

Create Free Account