Question 1

Do I need to connect my bank?

Accepted Answer

No. You only upload a statement file you already have. We never ask for bank logins.

Question 2

Which files are supported?

Accepted Answer

PDF statements (including scanned PDFs), CSV exports and Excel (XLS, XLSX) files up to 10 MB.

Question 3

Is my data safe?

Accepted Answer

Your file is processed directly in your browser and is not stored. We do not sell or share financial data.

Question 4

Are the totals accurate?

Accepted Answer

All totals are calculated with exact arithmetic from your file, never generated by AI. You can correct categories at any time.

Question 5

Is this financial advice?

Accepted Answer

No. EntryNest provides automated analysis for informational purposes only. We are not a bank or financial adviser.

Frequently asked questions