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How to compare two bank statement PDFs

Bank statements are a simple list of numbers you gave to other people in exchange for goods and services with timestamps. That’s it. A bank statement is not evidence that you are bad, it’s not a reminder that you are going to retire broke, it’s not a big bad monster that is going to tell you to drop the drive through coffee and all the pleasure in life.

But you have to get real about what is happening with these numbers. So, without all the judgement or confusion, let’s take a look at those numbers and see how you’re doing.

First step is to download two statements as PDFs (if you’re comparing your own numbers get the most recent two months, if you’re comparing with a partner you both get the most recent statement). Upload both to the analyzer. Categories will land automatically but can be adjusted with keywords.

Then, clear as day, you see where the money went. When and where did you spend? That’s what we’re trying to make clear. The patterns are in the numbers so if you are trying to make certain changes, you’ll see them without any obfuscation. The actual choices of where to spend more or less are up to you, we are focused on helping you escape the fog of never being 100% confident that you’ll have enough to cover the bills, or the guilt of a drink on the weekend.

So give it a shot with your free tier. A typical statement is about 5 pages. Two files is usually 15–20 pages which means the free tier covers about one comparison. Use the tool, feel the relief and come back whenever you need to see the truth again.

Compare Statements — free to try. Upload two PDFs and see the categories side by side.

More ways to compare

  • Compare this month to last from your bank statements
  • Compare spending without linking your bank

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