SmartSpender Support

Quick Help

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Getting Started

New to SmartSpender? Here’s how to begin:

check Visit smartspender.vercel.app
check Export a CSV or Excel statement from your bank
check Upload it and start asking questions

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Data Import

Supported formats and tips:

check CSV files (.csv) from any bank
check Excel files (.xlsx, .xls)
check Headers are auto-detected (date, amount, description)

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AI Features

Get the most from AI analysis:

check Ask specific questions for better answers
check Try “Can I afford...” or “How much do I spend on...”
check Upload receipts for instant item-level parsing

Frequently Asked Questions

help How do I import a CSV or Excel file?

Log into your bank’s website and download your transaction history as a CSV or Excel file. Then visit SmartSpender, click “Import Data,” and upload the file. The AI will automatically detect columns for date, amount, and description, and begin categorizing your transactions.

help How does AI categorization work?

SmartSpender uses AI to match transaction descriptions against 100+ known merchant patterns. It automatically classifies transactions into categories like dining, groceries, entertainment, transportation, subscriptions, and more. You can also manually adjust categories if needed.

help How does bill splitting work?

Add a shared expense and specify the friends or group members involved. SmartSpender calculates each person’s share, supports equal or custom splits, and tracks who has paid and who still owes. You can view a clear breakdown of all shared expenses at any time.

help Is my financial data safe?

Absolutely. Your data is encrypted in transit and at rest. We never share your financial information with third parties for marketing purposes. AI processing is done securely through Anthropic (Claude) and OpenAI (GPT-4o Vision) APIs, and your data is not used to train their models. See our Privacy Policy for full details.