Personal finance for Canadians

Balance today.
Freedom tomorrow.

QuackBalance reads your bank statements right in your browser — never uploaded to any server — and shows you where every dollar goes. No linking bank credentials, no third-party data brokers. Just clarity, month after month.

Processed locallyNo bank credentialsSet up in 3 minutes
June — at a glanceCombined · 3 accounts
Income
$8,500
Expenses
$5,680
LoblawsGroceries
−$142.30
PayrollIncome
+$4,250.00
RogersTelecom
−$85.00
How it works

Three steps.
That's the whole thing.

No spreadsheet building. No manual entry of every coffee. Bring your monthly bank PDFs and QuackBalance does the reading for you.

01
Add your accounts

Tell us your bank and the type of account: chequing, savings, credit card, TFSA, RRSP or FHSA. Nothing more.

≈ 30 seconds
02
Drop your PDFs

Download your monthly statements from your bank and drop them here. Your browser reads them — the files never leave your device.

≈ 1 minute
03
Understand your money

See where every dollar went, where it's going, and what you could be doing differently. Month by month, category by category.

Forever after
Radical privacy

Your statements never leave your browser.

Most personal finance apps ask for your bank login. We think that's a bad trade. QuackBalance reads your PDF statements locally, right inside your browser tab, and only sends categorized summaries to the cloud — with your explicit consent, every time.

  • No bank credentials. Ever. We can't ask for what we don't want.
  • PDFs stay on your device. Processing happens in a Web Worker inside your browser.
  • Verifiable in your DevTools. Open the Network tab — you'll see we don't upload files.
  • You choose what's saved. Individual transactions and summaries — with consent, every import.
PDFLOCAL ONLY
What you get

Every month, every dollar, in its place.

Categorized transactions across all your Canadian bank accounts. Weekly and monthly summaries. Alerts when something's off. Insights you can actually act on.

Multi-account dashboard

Chequing, savings, credit cards, TFSA, RRSP and FHSA — all consolidated. Filter, compare, and see the whole picture.

Smart categorization

Purchases mapped to the right category automatically — Loblaws → Groceries, Rogers → Telecom, Tim Hortons → Coffee.

Credit-card protection

Track due dates, utilization and interest cost across every card. Never pay a late fee by accident again.

Weekly rhythm

Find the best week of the month to contribute to goals or investments — based on your actual cashflow patterns.

Canadian benefits, built in

TFSA and RRSP contribution room, FHSA eligibility, Ontario Trillium credit, GST/HST — flagged when they apply to you.

Import reminders

Gentle nudge once a month to keep your statements fresh — so your dashboard reflects reality, not last quarter.

Pro · QuackInsights

Beyond the numbers — ideas to act on.

Every dollar has a shadow: the thing you could have done with it instead. QuackInsights studies your last twelve months and surfaces the trades that would have actually improved your position — with the math to back it up.

See what's in Pro →
💡
Suggestion · This quarter
You could put ~$1,240 to work
TFSAYou have $7,000 room unused and your average weekly free cash is $580. Contributing $500 every Week 2 fits your rhythm without stress.
SubscriptionsYou're paying for 3 streaming services — average watch time is unclear. Dropping the least-used could save ~$14/mo.
DeadlineRRSP contribution window closes in 9 weeks. Maxing your $9,120 room could refund ~$2,374 in taxes.
Pricing

Free forever. Pro when you want more.

All the core features are free. Pro unlocks reporting, exports and QuackInsights — the deep analysis of your last twelve months.

Free
Starter
$0/ forever
Get started
  • Unlimited PDF imports
  • Multi-account dashboard
  • Automatic categorization
  • Credit card tracker
  • Weekly & monthly summaries
  • Canadian benefits highlights
Pro
QuackBalance Pro
Coming soon
Pricing to be announced
Get started
  • Everything in Starter, plus:
  • QuackInsights12-month analysis with actionable suggestions
  • CSV report exportMonthly reports for your accountant or your records
  • Full provincial benefits catalog
  • Priority support
FAQ

Questions people actually ask.

Which Canadian banks do you support?
RBC is fully supported today. TD, Scotiabank, BMO, CIBC, EQ Bank, Tangerine and Simplii are being added throughout 2026, tuned to each bank's statement format.
Why PDFs and not open banking?
Canada's open banking framework isn't fully live yet. PDF statements work for every bank today, every account type, without giving up your credentials.
Is this really free?
Yes — the core dashboard, categorization and multi-account view are permanently free. Pro adds report exports and QuackInsights.
What happens to my data?
PDFs are read in your browser and discarded from memory after processing. Only categorized transactions and monthly summaries are saved to our servers — with your consent, every import.
Can I use it as a non-citizen?
Absolutely. QuackBalance works for citizens, permanent residents, work and study permit holders — the benefits catalog adjusts to your residency status.
Can I cancel Pro anytime?
Any time. You'll keep Pro access until the end of your current billing period, then your account moves back to Free — your data is always kept.