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Guides

Practical walkthroughs for keeping clean books without handing your financial life to a third party.

Bookkeeping without linking your bank

You don’t have to hand a third party your bank login to keep books. Here’s how to track and categorize transactions by importing statements you export yourself.

Switching from Mint

Mint shut down in 2024. Here’s how to move to privacy-first bookkeeping: export your history, import statements without a bank login, and rebuild categories.