Grab your personal spreadsheets or recent bank statements from all your active accounts and drop them in. RetroFi will review all your content and transactions and categorise everything automatically.
Have multiple accounts? Add them all. Each account stays separate through the whole import and shows up individually on your dashboard — so you can see every account on its own or all together.
Works with Excel, Google Sheets exports, bank downloads, or any file with dates and amounts. Have multiple accounts? Drop all the files at once.
No file yet? Try a sample — see exactly what RetroFi does with real data.
You won't break anything. RetroFi only reads your files — we never modify the originals. Each account stays separate through the whole import and matches up with your dashboard exactly.