How MoneyMapper Works
Simple, secure, and surprisingly fast. Transform your bank statements into actionable insights in minutes, not hours. No technical knowledge required.
Whether you're tracking expenses, building a budget, or planning for the future, MoneyMapper makes financial management accessible to everyone. Your data stays secure, and you stay in complete control.
Start Your 14 Day Free TrialYour Data, Protected
Unlike Open Banking tools that require your bank login, we never need access to your accounts. Your PDFs are processed securely and then immediately discarded, we only store the extracted transaction data you need.
Your privacy isn't a feature we added, it's the foundation everything is built on.
Simple 3-Step Process
From upload to insights in minutes. No complex setup, no technical skills needed, just drag, drop, and discover!
Upload Your Statements
Simply drag and drop your PDF bank statements. We support all major UK banks and process files up to 10MB. No need to convert or format anything, upload and go.
AI Extracts & Categorises
Our advanced AI automatically extracts every transaction, categorises them intelligently, and recognises spending patterns. Takes just minutes, even for long milti-page statements.
Get Insights & Take Action
View beautiful reports, track your spending, identify subscriptions, and use powerful planning tools to achieve your financial goals. Export your data anytime.
Everything You Need to Succeed
MoneyMapper isn't just a statement processor, it's your complete financial management toolkit. From basic tracking to advanced planning, we've got you covered.
Spending Reports
Beautiful visualisations showing where your money goes. Track spending by category, merchant, and time period.
Money Saver Reports
Automatically identify subscriptions and recurring payments. See savings opportunities and cancel unused services.
AI Budgeting
Create smart budgets based on your actual spending. AI-powered suggestions help you stay on track.
Emergency Fund Tracker
Track your emergency fund progress and get personalised recommendations for reaching your safety net goals.
Gap Analysis
Understand the gap between your income and expenses. Run "what-if" scenarios to see how changes affect your finances.
Wealth Tracker
Monitor your net worth over time. Track assets and liabilities to see your financial growth journey.
Financial Calculators
12 powerful calculators for retirement planning, debt payoff, investment growth, and more. Plan your financial future with confidence.
Debt Management
Avalanche and snowball strategies with interactive calculators. Create a plan to eliminate debt faster.
Export & Share
Export your data in CSV, Excel, or JSON formats. Perfect for tax preparation, accounting software, or personal analysis.
Built for Trust & Confidence
We understand you need proof that this works. Here's what makes MoneyMapper reliable, secure, and easy to use.
No Bank Access Required
Unlike Plaid or Open Banking solutions, we never need your bank login credentials. You upload PDFs directly, your accounts stay private.
PDFs Are Deleted Immediately
After processing, your PDF files are permanently deleted. We only store the extracted transaction data you need for your reports.
Bank-Level Encryption
All data is encrypted in transit and at rest. We use industry-standard security practices to protect your financial information.
Works with Any Bank
No matter which UK bank you use, we support it. Upload PDF statements from any major bank, no special formats needed.
Highly Accurate AI
Our AI is trained specifically on UK bank statements. It recognises patterns, categorises transactions correctly, and learns from your preferences.
Easy to Correct
If the AI makes a mistake, it's easy to fix. Our smart system learns from your corrections, getting better over time.
Have Questions?
We've answered the most common questions about how MoneyMapper works. Can't find what you're looking for? Contact us.
How long does processing take?
Most statements process in under 2 minutes. Even multi-page statements typically complete in less than 3 minutes. You'll see progress updates in real-time.
What if the AI makes a mistake?
Our system learns from corrections. Simply edit any transaction's category, description, or amount. The AI remembers your preferences for future statements.
Is my data really secure?
Absolutely. PDFs are deleted immediately after processing. We only store transaction data using bank-level encryption. We never share your information with third parties.
Can I try it for free?
Yes! Start with a 14-day free trial that includes all Plus features. Process up to 5 statements and explore everything. No credit card required.
What banks are supported?
We support all major UK banks including Barclays, HSBC, Lloyds, NatWest, Santander, and many more. If your bank provides PDF statements, we can process them.
Can I export my data?
Yes, you can export in CSV, Excel, or JSON formats. Perfect for importing into accounting software like QuickBooks or Xero, or for tax preparation.
Learn MoneyMapper Step-by-Step
Video tutorials to master MoneyMapper. From getting started with your first bank statement upload to advanced features like budgeting, goal setting, and using the AI chatbot.
Our Learning Academy provides step-by-step video guides to help you get the most out of MoneyMapper. Watch at your own pace and learn everything you need to know.
Watch Video TutorialsGetting Started Guide
Complete walkthrough from registration to uploading your first bank statement and understanding your dashboard.
Privacy & Security
Learn about the security features built into MoneyMapper and how we protect your financial data.
More Tutorials Coming Soon
We're continuously adding new video tutorials covering budgeting, goal setting, AI chatbot, and more advanced features.
Ready to See It in Action?
Join the many users who've transformed their financial management with MoneyMapper. Start your free trial today. No credit card required.