Your pesos and your dollars, in one ledger.
Business, family, trips and home in one ledger. Upload your Mexican bank PDF and see where your money goes — without giving anyone your password.
Free for up to 3 accounts · No card · No bank connection
Overview
Demo household
Net worth in MXN
1,284,530.40MXN↑ 4.1% in 90 days · FIX rate 18.42
Net cash flow · Oct
42,318.20MXNDebts
−12,640.30MXNRecent transactions
See all →25
OCT
Client invoice
Banorte Negocio · Income
24
OCT
School tuition
BBVA Nómina · Family
23
OCT
Wise transfer USD→MXN
BofA Checking · Transfer
22
OCT
Cancún hotel
Santander card · Trip
Sample data. This is your Overview with MXN and USD accounts.
Reads statements from
- BBVA
- Nu
- Banorte
- Santander
- Banamex
- HSBC
- Scotiabank
- Inbursa
- BanBajío
- Banregio
- Afirme
- Azteca
Problems we solve
Where does my money go?
Plus clear debts, PDFs without a password and categories in minutes.
- Where does my money go? — Upload your bank PDF, categorize in minutes and see spending by category and by class — without guessing from the bank app.
- What do I owe on cards and loans? — See card and loan balances, credit utilization and an estimated payoff plan (snowball or avalanche). PezzoFin never pays for you — it only records and helps you plan.
- Without giving your bank password — You upload the PDF or CSV statement you already download. Zero connection to online banking.
- Categorize in minutes, not hours — Payee rules and reusable classes. Stop typing row by row in a spreadsheet.
Transactions
Banorte NegocioClass: All| Date | Payee | Class | Out | In | Balance |
|---|---|---|---|---|---|
| 2026-10-25 | Client invoice | Negocio | 18,500.00 | 213,960.00 | |
| 2026-10-24 | School tuition | Familia | 7,420.50 | 195,460.00 | |
| 2026-10-22 | Cancún hotel | Viaje | 2,350.00 | 202,880.50 | |
| 2026-10-20 | Transfer to BBVA Nómina | — | 20,000.00 | 205,230.50 | |
| 2026-10-18 | Rent · Mérida apartment | Depto MID | 12,800.00 | 225,230.50 |
Product
Everything you did in Quicken, plus what Mexico needs
Import PDF, CSV or QIF
We detect the bank, period and duplicates.
Drop your PDF, CSV or QIF files here
No bank username or password
- PDFReady · 64 transactions
BBVA_oct2026.pdf
BBVA
- PDFAlready imported
Banorte_Negocio_sep.pdf
Banorte
- PDFReady · 31 transactions
Santander_TDC_oct.pdf
Santander
- QIFMap 42 categories
Quicken_2009-2026.qif
Quicken
Locked exchange rate
Each transfer keeps its actual rate, FIX rate and cost.
Wise transfer · Oct 23
🔒 Rate lockedOut of BofA
−1,000.00USDInto BBVA
18,245.60MXN- Actual rate
- 18.2456
- Banxico FIX
- 18.4210
- True cost
- $175.40 MXN
One ledger for your home and your business
All your accounts in one register, Quicken-style: running balance, reconciliation, matched transfers and inline editing.
Move from Quicken without losing years
Import your QIF with accounts, categories, subcategories, payees and classes. Review the mapping before confirming.
Mexican bank PDFs, no password required
Drop in a PDF or CSV statement. We detect the bank, period and account, and warn you if you already imported it.
MXN + USD with locked exchange rates
Each transaction keeps its currency. We use that day's Banxico FIX rate and lock it; you see balances at the historical rate and at today's.
Classes: Business, Family, Trips, Home…
Tag each transaction with the area that matters — business, family, trips, home, or any label you invent. Reports by class in seconds.
Private by design
No bank connection, no full card numbers, no moving money. You decide what to upload.
Privacy
It records. It never moves money.
PezzoFin never connects to your online banking, never initiates payments and only shows account nicknames.
Overview
Demo household
Net worth
1,284,530.40MXN- No bank username or password
- No full card numbers
- No payments or transfers
- Export or delete your data anytime
Bring your QIF. We'll handle the rest.
Start free with 3 accounts. Move up to Plus when you need it.