Features

Everything you need to understand your money.

GrapeFinance focuses on the essentials: clarity, automation, and insights — without the complexity.

🧠

Smart categorisation that learns

Classify unknown items once. GrapeFinance builds “memory” per merchant so future imports are automatic.

🔎

Search anything

Find transactions by merchant, keyword, or category — e.g., “Clicks”, “Netflix”, “fuel”.

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Subscriptions & debit orders

Detect recurring charges and track monthly commitments. Catch duplicates and price increases.

📈

Trends & largest expenses

Understand your spending patterns across months and see your biggest expenses instantly.

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Investments tracking

Track TFSA, RA, unit trusts, property, crypto, and other assets. Manual entries first, integrations later.

🛡️

Insurance overview

Keep policies and premiums in one place and see true monthly commitments.

Import options

  • CSV import: Fast and accurate.
  • PDF statements: Text extraction first, OCR fallback when needed.
  • Screenshots: OCR for scanned or photographed statements.
Tip: CSV gives the best accuracy — but we support “messy real life” too.