A month at a time.
Import CSV, OFX, or QFX files from your bank or credit card provider. Preview the activity before saving. You can also confirm one transaction from a receipt or screenshot.
Business expenses, brought together
Less sorting.
More understanding.
Your bank files become organized business records. Review a month of activity, see where your money goes, and get back to the work that matters.
Coming soon to the App Store · Mac, iPhone & iPad
Import your bank filesNo bank password neededPrivate iCloud sync
App imagery shows illustrative sample data. Layouts vary by device.
A monthly rhythm that makes sense
Import. Review.
Understand.
Start with the records you already have. ExpenseWorks brings the details into one place, so your monthly review feels manageable.
Put spending in context.
Categorize transactions, separate business and personal purchases, and split mixed expenses. Keep each account’s history together.
Know what stays.
Explore income, spending, and profit and loss. Review categories, record business mileage, and export reports for your records or accountant.
Details that add up
Business or personal?
Make it clear.
A transaction is more useful when you know what it means. Give every purchase a category and every account a place.
- Keep the contextAccount names, notes, and receipt attachments stay with your records.
- Split mixed purchasesAssign a business percentage when an expense serves both purposes.
- Keep your historyRename or archive accounts without losing their transactions.
Mac · iPhone · iPad
Your records.
Where you work.
Work through monthly imports on Mac. Review activity on iPhone. Explore reports on iPad. Private iCloud sync brings your records across devices signed in to the same iCloud account, when enabled and available.
Your records stay yours
No bank login. No extra account.
Personal financial records stay on your devices and in your private iCloud workspace when sync is enabled. ExpenseWorks does not connect directly to your bank.
Simple to start. Room to grow.
Get to know ExpenseWorks.
Go further with Pro.
Start free with 1 account and 35 saved transactions. Explore the separate sample workspace without using your allowance. Pro removes the account and transaction limits.
Monthly
$4.99 / month
Pay month to month.
Renews until canceled.
Annual
$39.99 / year
One payment each year.
Renews until canceled.
Lifetime
$99 once
Pro access without
a recurring subscription.
Planned US pricing. Purchase options and local prices appear in the app when available. Subscriptions are billed through Apple. Existing records remain readable and exportable if a subscription ends. No purchase is made on this website.
A few good questions
Before you get started.
Does ExpenseWorks connect to my bank?
No. Download a transaction export from your bank or card provider and import it into ExpenseWorks. CSV, OFX, and QFX files are supported. You never provide ExpenseWorks with your bank password.
Can I import directly on iPhone?
Yes. Save your bank export to Files, then choose it in ExpenseWorks. You can also use a receipt or screenshot to prepare one transaction, review the details, and confirm it. PDF bank statement import is not supported.
Do I need to enter every expense as it happens?
No. ExpenseWorks is built around reviewing imported activity, including a month of transactions at a time. Manual entries are available for missing purchases or income.
How does the free allowance work?
Your personal workspace can hold one account and 35 saved transactions across businesses. Archived accounts count toward the account limit. Demo records do not count. Pro removes those limits; your existing records remain accessible when Pro ends.
How do my devices stay in sync?
Enable iCloud for ExpenseWorks and use the same iCloud account on each device. Apple manages sync timing, which depends on connectivity and iCloud availability. You can check sync status inside the app.
Where can I get help?
Use our contact form for import questions, feedback, purchase help, or privacy requests. Please do not include bank passwords or financial files.