Free check // bank statement
Where did the money go?
Upload a CSV statement from your business bank account or card. In a few seconds you see money in and out, where it went, the biggest payees and what looks personal.
Runs in your browser. Nothing you type is sent to us or saved.
Drop your statement here
CSV from your bank or card: Chase, Bank of America, Wells Fargo, Capital One, Amex and most others. One or more files, up to a year.
How do I get a CSV?
- Chase: Accounts → the account → download icon → Spreadsheet (CSV).
- Bank of America: Account → Download → File type: Microsoft Excel (CSV).
- Wells Fargo: Account activity → Download account activity → Comma delimited.
- Capital One, Amex: Statements or activity → Download → CSV.
- Other banks: look for “Download” or “Export” on the activity page. PDF statements don’t work, CSV does.
Your file never leaves this browser. No upload, no account, nothing saved. Close the tab and it is gone.
Columns we read (fix them if something looks off)
Where the money went
Sorted by keywords in the bank line. A rough sort, not bookkeeping.
Where it came from
Money in, by type.
Biggest payees
Month by month
This was a rough sort. Here is the real one.
Trinity sorts every line, puts it on a job, splits business and personal, and our team checks it every week. Bring this file to a free 30-minute call.