30d YTD 6m 1y All
2025
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count
cash flow
true spend
count
spent
income
cash flow
Date Range
Accounts
Filters
Notifications
more…
Spending by Category
Monthly Trend
Cash Flow
Week Date ↓ Description Category Tags Amount

Import Transactions

Drop CSV, OFX/QFX, or Mint zip files. Format auto-detected (BofA, Chase, Citi, AmEx, OFX/QFX, Mint). Duplicates skipped.

Drop CSV, OFX/QFX, or Mint zip here or browse
Import history
Create rule from selection…

Create Classification Rule

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  • CSV import
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  • CSV import
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Category / Subcategory
Tags
Text
Amount

Settings

General

Default date range
Date range shown when the app opens
Page size
Transactions per page
Automatic updates
Download and install updates in the background

Appearance

Theme
Auto follows your system setting
View density
Row spacing in the transaction table

Privacy & Security

Preset
iCloud Sync
Sync transactions across your Apple devices via iCloud. Data is encrypted by Apple.
Bank Connect (Plaid)
Allow automatic transaction import from your bank. Credentials handled by Plaid.
Crash Reports
Send anonymous crash data to help fix bugs. No financial data included.
Analytics
Anonymous usage analytics to help improve the app.

Data

Export all data
Download all transactions as a CSV file
Import transactions
Import CSV files from your bank
Clear all data
Permanently delete all transactions and rules

About

SiftDo
Version 1.0
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