How it works
A better money rhythm,
in three steps.
No bank connections to maintain and nothing to learn. If you can use a spreadsheet, you can use Millefin.
Connect your accounts by CSV
Download a statement from any UK bank and import it in a couple of minutes. You preview every row before anything is saved, and you can undo an import at any time.
No bank connection needed, so nothing to break and no feed to reconnect. Your statement file is read in your browser and never uploaded anywhere.
Set your budgets
Choose personal, business or both, and Millefin prepares a sensible starter set of categories. Set monthly amounts, or plan the whole year and compare it with last year.
Rename, amend or remove any budget line inline, just like a spreadsheet. Group lines into Insurance, Car, Household and more, exactly how you think about your money.
Track and adjust
Watch the RAG colours, spot the leaks and stay ahead. Bills and subscriptions sit in one calendar, goals and debts show their finish line, and a 12 month forecast keeps surprises away.
Switch between personal, family and company budgets, or see everything together in one combined view.
Importing, without the worry
Your statement stays yours.
Millefin reads your CSV in your browser and saves only the transactions you approve. Full account numbers are never stored, just a nickname and the last four digits if you want them.
- Works with statements from any UK bank
- Preview every row before saving
- Automatic categories with your own rules on top
- Undo an import if it is not right
Ready when you are.
Your first budget takes minutes, not an afternoon.