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1. Create your account
If you don't have an account yet, create one by signing up with your email address. You will receive a confirmation email to validate.
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2. Export your bank statements
Export your bank statements in CSV format from your bank. Check our bank guides (UBS, Revolut, Yuh, etc.) to learn how to do this.
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3. Import your data
Go to the 'Import' section and upload your CSV file. BudZen will automatically detect the format and suggest a column mapping.
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4. Categorize your transactions
BudZen automatically categorizes your transactions using AI. Check and adjust categories in the 'Categorize inbox' section.
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5. Set up your budgets
Create budgets by category to track your expenses. BudZen will alert you when you approach or exceed your limits.