Private planning tool
Bank statement spending analyzer
Review actual outflows, remove transfers or unusual purchases, and use the resulting annual estimate in your retirement projection.
- CSV, OFX, and QFX
- Original file stays in this browser
- No bank login or account number required
Spending estimate
Choose a statement
Local by default
The raw statement is parsed in your browser and is not sent to RetireStride. Only an optional summary can be saved later when you are signed in.