Intelligent auto-categorisation for the transactions you upload
Export your transactions from your bank as a CSV or PDF statement, upload them to Delphina, and each one is sorted into a UK category for you. The more you categorise, the better it gets, and that spending then feeds your budgets, your spending tracking and your cash flow forecast.
How it works
1. Upload your statements
Download a CSV export or PDF statement from your bank and upload it to Delphina. You can upload several CSV files at once, and the columns are detected automatically. No bank login is needed.
2. Let Delphina categorise them
Auto-categorisation is on by default. Each transaction is matched against how you have categorised similar ones before, and your bank's own category labels are mapped to Delphina's UK categories.
3. Check, adjust and use it
You can change any category, and Delphina gets better the more you categorise. Your categorised spending feeds your budgets, your spending tracking and your cash flow forecast.
Common questions
Does Delphina connect to my bank to import transactions?
No. Delphina does not connect to banks and never asks for your bank login. You export a CSV file or PDF statement from your bank and upload it, and Delphina categorises the transactions from there.
How does the auto-categorisation work?
Each transaction you upload is matched against how you have categorised similar transactions before. Where your bank includes its own category labels, they are mapped to Delphina's UK categories. It gets better the more you categorise.
Can I change a category Delphina has chosen?
Yes. You can always change a category, and Delphina takes your choice into account the next time it sees a similar transaction. Your budgets, spending tracking and cash flow forecast use the categories as you have set them.