Take Control of Your Finances with Envelo

Simplify budgeting with Envelo.

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Features

Smart Transaction Management

Avoid duplicates and simplify categorization with personalized rules that automate future uploads. Spend less time sorting, more time managing your finances.

Effortless Budgeting and Tracking

Build custom budgets, track spending as you upload transactions, and get insights to stay on track—whether saving for a goal or managing daily expenses.

Comprehensive Financial Insights

Access interactive dashboards and detailed reports to visualize spending, income, and budgets. Make smarter financial decisions with data-driven insights.

How It Works

Upload Your Transactions

Easily upload your CSV file with transactions—no duplicates, just seamless data import.

Create Custom Envelopes

Set up personalized categories to track spending across different areas that matter to you.

Categorize and Automate

Categorize transactions manually or configure rules to automate future uploads based on your needs.

Reconcile Your Transactions

Reconcile transactions regularly to stay on top of expenses and pay off debts efficiently.

Track Insights and Plan Ahead

Access automated financial insights with interactive dashboards to monitor spending patterns and make smarter financial decisions.

What Our Users Say

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