Hey PH friends 👋
Managing my money used to be chaos. I’d get paid, spend, and then wonder where it all went. Every finance app I tried was either too basic or tried to be my accountant. None of them actually understood my statements — so I built Personal CFO, the tool I always wished existed.
Why I built it 💡
I wanted something that feels effortless but delivers real insight. Personal CFO reads your bank and card statements (from 100+ formats!) and automatically extracts and categorizes your transactions using smart rules. The goal: help you see exactly where your money goes without touching a spreadsheet.
How it helps 🧩
Upload a statement → get instant, clear analytics
Smart categorization with custom keywords
Budgets that keep you aware without overwhelm
Privacy-first — your data stays yours
What’s next 🚀
We’re improving accuracy and designing a smoother flow for freelancers and everyday users who want clarity, not complexity.
Would love to hear your take — how do you stay on top of your spending?
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