Cashflow Pilot

Cashflow Pilot helps you understand where your money is going, what bills are coming next, and how your finances may look in the months ahead—without connecting your bank account. Import supported bank and credit card statements, review your transactions, organize spending, and build a clearer picture of your monthly cash flow. Cashflow Pilot turns statement data into practical insights while keeping you in control of every imported transaction. KEY FEATURES • Import bank and credit card statements Bring in supported CSV, PDF, and OFX statements without sharing your banking login credentials. • Track income and spending See money coming in, expenses going out, and how your cash flow changes from month to month. • Organize transactions Review merchants, adjust categories, identify transfers, and correct imported information when needed. • Monitor recurring expenses Identify subscriptions, bills, and other repeating transactions so fewer expenses catch you by surprise. • Forecast what’s ahead Use your transaction history and recurring activity to estimate upcoming income, expenses, and available cash. • Review statement balances Compare imported activity with statement opening and closing balances to help identify missing or incorrect transactions. • Plan monthly targets Set practical spending targets and track progress across the categories that matter to you. • Track goals and debt Follow savings goals, upcoming expenses, and debt repayment progress in one place. • Private and local-first Your financial information is stored on your device. Cashflow Pilot does not require a bank connection or continuous access to your accounts. BUILT FOR CLARITY, NOT COMPLEXITY Cashflow Pilot is designed for people who want better financial visibility without handing their banking credentials to another service. Import the statements you already receive, review the results, and use them to make more informed decisions. Whether you are monitoring everyday spending, preparing for upcoming bills, reducing debt, or planning for larger financial goals, Cashflow Pilot gives you a clearer view of what has happened—and what may be coming next. Supported features and statement formats may vary by financial institution. Forecasts are estimates based on the information available in the app and should not be considered financial advice.