Powerful Features for Smart Financial Management

Copy & paste your transactions directly - no file uploads needed. Let AI help you understand spending patterns, track expenses, and make better financial decisions - all while keeping your personal account details private.

Explore Our Core Features

Click on any feature below to learn more about how EzLedgers can transform your financial management

AI-Powered Intelligence

Smart AI Categorization That Learns From You

Our advanced AI system doesn't just categorize transactions - it learns from your patterns and improves over time.

  • Pattern Recognition

    Identifies spending patterns and automatically suggests the right categories based on your history

  • Merchant Detection

    Automatically extracts and identifies merchants from transaction descriptions

  • Continuous Learning

    The more you use EzLedgers, the smarter it gets at categorizing your transactions

Your Uploaded Transactions

Date Description Category Amount
Jun 30
TARGET 00024531 CHICAGO IL
Target
Shopping -$127.45
Jun 30
CHIPOTLE MEXICAN GRILL
Chipotle
Food & Dining Out -$24.85
Jun 30
WHOLE FOODS MKT #10245
Whole Foods
Groceries -$89.76
Jun 30
CVS/PHARMACY #04521
CVS Pharmacy
Healthcare -$45.23

Upload your bank statements and AI helps categorize your historical transactions

All Your Bank Accounts in One Place

Chase Checking

Chase Bank

Current Balance

$4,256.32

Account Type

Checking

Capital One CC

Capital One

Current Balance

-$1,847.25

Account Type

Credit

Multi-Bank Management

All Your Accounts in One Place

Add multiple bank accounts and credit cards to get a complete picture of your finances. No more switching between apps or spreadsheets.

  • Unified Dashboard

    See all your accounts, balances, and transactions in one clean interface

  • Privacy-First Import

    Copy & paste transactions directly - no files, no account numbers exposed

  • Cross-Account Analytics

    Analyze spending patterns across all your accounts

Revolutionary Privacy Feature

Copy & Paste Import - No Files, Maximum Privacy

Unlike other expense trackers, we don't require file uploads. Simply copy your transactions from your bank's website and paste them directly. Your account numbers, addresses, and personal details never leave your browser.

  • Skip the Headers

    Only paste transaction data - leave account numbers and personal info behind

  • No PDFs By Design - Your Privacy Matters

    PDFs contain too much personal data - we purposely don't support them

  • Faster Than File Uploads

    No need to download, edit, save, and upload files - just copy and paste

Learn More About Privacy-First Import

How Copy & Paste Protects Your Privacy

1

Select Only Transactions

On your bank's website, select only the transaction table - skip all the personal info at the top

2

Copy to Clipboard

Use Ctrl+C (or Cmd+C) to copy just the transaction data you selected

3

Paste Into EzLedgers

Paste directly into our secure form - no files created, no downloads needed

Privacy Guarantee: Your account numbers, address, and personal details never touch our servers

Privacy & Security

Your Financial Data Stays Private

Built with security at its core. We encrypt all your data, never show ads, and never sell your information.

Enterprise-Grade Encryption

All data encrypted at rest and in transit using industry-standard AES-256 encryption

No Data Selling

We never sell your financial data to third parties or advertisers

You Own Your Data

Export your data anytime. Delete your account and all data is permanently removed

Everything Else You Need

Powerful features designed to make expense tracking effortless and insightful

Advanced Analytics

Detailed reports and insights into your spending patterns, trends, and habits

Recurring Detection

Automatically identifies subscriptions and recurring expenses

Mobile Ready

Full-featured mobile experience to manage finances on the go

Custom Categories

Create and manage categories that match your unique spending habits

Calendar View

Visual calendar heatmap shows spending patterns at a glance

Export Reports

Export your data and reports to track your financial progress

Ready to Experience These Features?

Start your 90-day free trial and see how EzLedgers transforms your financial management

Start Free Trial

No credit card required