From statement to analysis
Three steps. Nothing is saved until you approve it.
Add your statements
Drop in PDFs or CSVs, or link a bank.
Check the import
DimeRoot shows the institution, account and date range it read. You confirm before anything is written.
Read the analysis
Your score, your categories, your recurring charges, and a ranked list of what to fix.
What happens to a transaction
- The raw description is kept, with a clean merchant name matched alongside it.
- Every transaction gets one of 26 categories. Change one and it stays changed.
- Money moved between your own accounts is paired up and left out of income and spending.
- A statement that overlaps one you already imported skips the rows they share.
Two months minimum
Under two full calendar months, DimeRoot shows what's missing instead of a number that would mislead you.