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Local-first personal finance

Your money,
in focus.

Sumkeeper turns your bank statements into clean, private dashboards. No accounts to connect, nothing leaves your Mac.

Sumkeeper

Total balance

$24,820.55

+3.2% this month

Spending by category

$4,182
  • Housing$1,450
  • Groceries$612
  • Dining$388
  • Transport$240

Recent

  • Whole Foods MarketGroceries-$84.20
  • NetflixSubscriptions-$15.49
  • SalaryIncome+$5,400.00

Reads what your bank already gives you

CSVOFXQFXExcelChaseBank of AmericaRevolutWiseMonzoN26

Everything in one place

A calm home for your money.

Sumkeeper reads your statements and gives every number a place. Dense where you want detail, quiet everywhere else.

See where it goes

Every transaction sorted into categories you control, with a breakdown you can actually read.

  • Housing$1,450
  • Groceries$612
  • Dining$388
  • Transport$240

Spot the trend

Watch spending and income move month to month, so a bad week never becomes a bad year.

Catch silent subscriptions

Sumkeeper finds recurring charges and flags the ones you forgot, before they renew again.

  • Netflix$15.49 / mo
  • Spotify$9.99 / mo

Readable names

Cryptic bank descriptions become merchant names you recognize, merged and tidy.

SQ *COFFEE 0421Blue Bottle Coffee

Find anything fast

Search, filter, and re-categorize in a click. Your edits stick and learn.

Search transactions
This monthDining> $50

From statement to clarity in three steps.

Import

Drop in a CSV, Excel, OFX, or QFX from any bank. Sumkeeper reads it on your Mac, in seconds.

Organize

Sumkeeper categorizes spending, cleans up merchant names, and merges duplicates for you.

Understand

Open a dashboard that finally makes your month make sense.

Watch Sumkeeper work.

A short look at importing a statement and reading your month.

sumkeeper.app
Sumkeeper

Total balance

$24,820.55

+3.2% this month

Spending by category

$4,182
  • Housing$1,450
  • Groceries$612
  • Dining$388
  • Transport$240

Recent

  • Whole Foods MarketGroceries-$84.20
  • NetflixSubscriptions-$15.49
  • SalaryIncome+$5,400.00

Private by design

Your statements never leave your Mac.

Sumkeeper is local-first. It reads and stores everything on your device, in a private database. No cloud account, no data brokers, no sync you didn't ask for.

On-device parsing

Statements are read and stored locally. The cloud never sees a line of your data.

No account required

Download, open, and start. There is nothing to sign up for and no password to forget.

You own your data

Export it anytime. Delete it anytime. It was always yours, and it stays that way.

Free for 7 days. Then $9, once.

No subscription. Buy it once, keep it forever, on up to 5 of your Macs.

7-day free trial
$9one-time

Billed once. No renewals.

Everything included

  • Unlimited statements and accounts
  • All dashboards, categories, and budgets
  • Subscription detection
  • Local-first, private by design
  • Up to 5 devices
  • Free updates
Or download the free trial

Secure checkout by Stripe. We email your license key the moment you pay.

Questions, answered.

Is my financial data safe?

Yes. Sumkeeper is local-first: your statements are parsed and stored on your Mac, never uploaded. There is no account and no cloud sync.

Which banks and formats does Sumkeeper support?

Any bank that lets you export CSV, OFX, QFX, or Excel, which is essentially all of them. Sumkeeper reads the file directly.

How does the free trial work?

Download Sumkeeper and use every feature free for 7 days. After that, a one-time $9 license keeps it unlocked for good.

Is it really a one-time payment?

Yes. $9 once, no subscription. Your license covers up to 5 devices and includes free updates.

What happens after I buy?

Stripe handles the payment and we email your license key. Paste it into Sumkeeper to unlock it on the spot.

Do you offer refunds?

If Sumkeeper is not for you, reply to your receipt within 14 days and we will refund the $9, no questions.

Is there a Windows or Linux version?

Sumkeeper is built for macOS first. Windows and Linux builds are on the way.

See your money clearly.

Download Sumkeeper and turn your next statement into a dashboard in under a minute.

Download SumkeeperFree 7-day trial