AvaDebt

Demo Mode · Fake Data Only · Resets by Session

Demo Mode

This preview uses fake sample data only. You can explore and make temporary edits, but real budgets require an account.

AvaDebt

Imports

Bring in bank exports like CSV, QBO, OFX, QFX, QIF, MT940, or CAMT, match them to AvaDebt items, then apply them when you are ready. Manual setup still works first; imports are here to speed up monthly cleanup.

Import Snapshot

Review what is ready, what needs a match, and what AvaDebt can suggest.

Imported Items

Ready

Review

Smart

Ready

Imported items

Transactions currently waiting in AvaDebt.

Ready to apply

Matched items that can update the budget.

Needs review

Items that need a category or match.

Smart suggestions

Repeated or familiar items AvaDebt can suggest.

Connect bank with Plaid

Securely connect a bank through Plaid, sync transactions, and review them before anything updates your budget.

Needs keys

Plaid connection

Plaid handles the secure bank login screen. AvaDebt never receives your bank username or password. AvaDebt receives approved account details and transactions so they can be reviewed here before anything changes your budget.

Environment

sandbox

Transactions bring in activity. Cards & loans bring in balances, minimum payments, due dates, and APR details when the institution supports them.

Cookie fallback

Import transactions

Choose the bank file type, upload the export, or paste transaction text. AvaDebt adds items to the review list without changing your budget until you apply them.

Import belongs toManual imports must be tied to a checking or savings account before AvaDebt adds them to the review queue.

Add an account before manual imports

Create a checking or savings account so AvaDebt knows where imported transactions belong.

Open Accounts

Bank file typeUses the file extension or file contents when possible.Bank export fileSupported text-based imports: CSV, TSV, TXT, QBO, OFX, QFX, QIF, MT940/STA, and CAMT XML. PDF and Excel are listed for planning, but need conversion for now.Paste transaction textWorks best with CSV, TSV, QIF, OFX/QBO/QFX, MT940, CAMT XML, or copied rows with date, description, and amount.

Simple import rules

AvaDebt can read common text-based bank exports such as CSV, TSV, QBO, OFX, QFX, QIF, MT940/STA, and CAMT XML.

Credits can be matched to income sources. Debits can be matched to expenses or debt payments.

Applying a debt payment splits the payment between the minimum and extra payment based on the debt setup.

Transfers and ignored items can be marked applied without changing your budget totals.

Smart suggestions remember accepted matches and learn from applied imports and budget names. For example, Xfinity can keep going to internet after the first match.

Imported credits

$0.00

Imported debits

$0.00

Review queue

Nothing changes your budget until you apply it. Applied items can still be unapplied if you need to correct a match.

Search transactionsFilter

No imports yet.

Upload a bank export or paste transactions above to start matching income, expenses, and debt payments.

Ready to save your real budget?

The demo is for exploration. Start a trial to use AvaDebt with your own income, expenses, debts, savings, and history.

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