Money Snapshot

Turn your statements into a clear money picture.

Combine same-currency bank and credit-card CSVs to see what came in, where it went, your monthly commitments, and what remains unallocated.

$Combined snapshotOne view across all uploaded statements.

≈Monthly averagesRegular income, expenses, savings, and commitments.

✓Transaction reviewCorrect categories, recurring status, and frequency.

Snapshot setup

Choose your statement currency

All statements in one snapshot must use this currency. You can combine CSVs from any of your accounts.

Statement currencyChoose the currency used by every statement in this snapshot.

Import settings

Date format

Change this only when your statement uses a different numeric date format.

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Add your statements

Choose one or more same-currency CSV exports from any account.

Choose CSV files

CSV template that works

The transaction header row needs a Date, a description such as Payee, Memo or Transaction Details, and either a signed Amount or separate Debit and Credit columns.

Privacy reminder: We do not upload, store or share your data. Your statement data never leaves your browser. For additional assurance, remove account numbers and other identifying details before uploading. Only transaction details are needed.

Worldwide currency support

Calculations work with the selected ISO currency. CSV compatibility depends on your bank's export format; New Zealand, Australian, UK, US and Canadian formats have received the most testing so far.

Information, not financial advice. ZingoTools Money Snapshot organises the data you provide. Check figures against your statements.

Help us improve Money Snapshot

Did you find this tool useful? Found a bug or have a suggestion? We’d like to hear from you. Share your feedback through our contact form.