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Spendwise Expense Tracker

Take control of your spending. Spendwise is an open-source desktop app that imports your Bank of America PDF statements, automatically categorizes transactions, and visualizes your spending patterns -- all locally on your machine.

Get Started Installation

Features

  • PDF Statement Import

    Import Bank of America PDF statements and automatically extract every transaction -- no manual data entry needed.

  • Smart Categorization

    Intelligent merchant recognition using fuzzy matching with a 90% accuracy threshold. Categorize once, and Spendwise remembers.

    How it works

  • Transaction Management

    Add, edit, delete, and search transactions with a clean tabular interface and pagination.

  • Monthly Statistics

    View net income and top spending categories by month to understand where your money goes.

  • Spending Heatmap

    Interactive calendar visualization with color-coded daily spending. Click any day to drill into its transactions.

  • Auto-Recategorization

    Update a merchant's category once, and all matching uncategorized transactions are instantly recategorized.

Quick Install

Install with uv in two commands:

curl -LsSf https://astral.sh/uv/install.sh | sh
uv tool install spendwise-tracker

powershell -c "irm https://astral.sh/uv/install.ps1 | iex"
uv tool install spendwise-tracker

Then launch the app:

expense-tracker

Need more details?

See the full Installation Guide for version pinning, troubleshooting, and uninstall instructions.

Quick Start

  • Import a statement

    Click Import Statement in the toolbar, select a Bank of America PDF, and your transactions appear instantly.

  • Review & categorize

    Double-click any transaction to edit its category. Spendwise learns and applies the mapping to future imports.

  • Search & browse

    Use the search bar to filter by keyword. Navigate pages with Previous / Next (100 transactions per page).

  • Explore your data

    Switch to the Statistics tab for monthly summaries or the Heatmap tab for a calendar view of daily spending.

Requirements

Requirement
Python 3.11 or higher
macOS, Linux, or Windows

License

Spendwise is released under the MIT License.