What it does
What Quicken did, and what Mexico was asking for
Six pieces of one ledger.
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
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
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
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
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
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
Mexico today · more tomorrow
PDF readers for BBVA, Nu, Banorte, Santander, Banamex, HSBC, Scotiabank, Inbursa, BanBajío, Banregio, Afirme, Azteca. Your U.S. accounts come in via QIF or CSV; readers for banks outside Mexico come later.
Chapter 05
You write the next chapter.
Bring your QIF and your latest statement. In one afternoon you have your full history, in pesos and in dollars.