How it works
Virtual Accountant never connects to your bank. You decide what goes in, and you confirm every imported row.
1. Add records your way
Upload a statement, snap a receipt, drop in a screenshot, paste transaction text, or type a single entry. Files are stored privately in your account.
2. Review before anything counts
Extracted rows land in a review screen next to the original document. You confirm the date, merchant, amount, type, category, and account label before they enter your ledger.
3. Duplicates get flagged, not deleted
Each record gets a fingerprint. Exact repeats are marked as duplicates and excluded from totals; near matches are surfaced for you to decide. Nothing is silently removed.
4. Your numbers, organized
Dashboard totals, category breakdowns, monthly trends, and budgets are all calculated from your own confirmed records. Transfers never count as income or expenses.
Virtual Accountant helps you organize, categorize, track, and understand the financial information you provide. It does not provide financial, investment, tax, legal, or credit advice.