Catch-up plan builder

Upload or paste a bank/card statement CSV. Catchupbooks reads it in your browser — nothing is uploaded.

01 / INPUT

Add your statement

Export a CSV from your bank, credit card, or online banking portal and upload it here.

Choose a CSV file or drag and drop here

Copy CSV data from your banking portal or spreadsheet and paste it below.

02 / COLUMNS

Catchupbooks has guessed which columns hold the date, description, and amount. Adjust if needed.

03 / PREFERENCES

Receipt threshold

Transactions at or above this amount are flagged as may need a receipt

Your pace

min per session

How long you want each catch-up session to be

Date format

Confirm the date format so dates are parsed correctly

Processing your statement…

04 / PLAN

No saved plans yet. Generate a plan first, then save it here.

Saved plans stay in this browser. They are not uploaded or synced.