Features
A ledger for life between two currencies
Six pieces that make PezzoFin different from a budgeting app.
01
One ledger for your home and your business
All your accounts in one register, Quicken-style: running balance, reconciliation, matched transfers and inline editing.
- Personal and Business split with one click
- Splits and transfers between accounts
- Payees that remember their usual category
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 |
02
Move from Quicken without losing years
Import your QIF with accounts, categories, subcategories, payees and classes. Review the mapping before confirming.
- Searchable mapping
- Duplicate detection
- Keeps your classes as they are
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
03
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.
- 12 Mexican banks today
- Many PDFs at once
- Reads scanned PDFs
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
04
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.
- True cost of every transfer
- FX gain/loss shown separately
- U.S. accounts via QIF or CSV
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
05
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.
- Split business and personal
- Track a trip or a project
- Instant reports by class
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 |
06
Private by design
No bank connection, no full card numbers, no moving money. You decide what to upload.
- Account nicknames only
- Never initiates payments
- Export or delete your data anytime
Overview
Demo household
Net worth
1,284,530.40MXNBring your QIF. We'll handle the rest.
Start free with 3 accounts. Move up to Plus when you need it.