Multi-Account Tracking¶
Most people have more than one bank account — a current account, a savings account, maybe a credit card or two. openstan lets you import statements from all of them and see your complete financial picture in one place.
The Problem¶
Fragmented Financial View¶
Your money is spread across multiple accounts. To understand your overall position, you'd need to manually combine data from several PDF downloads — and keep doing it every month.
Different Banks, Different Formats¶
Each bank produces PDF statements in its own layout. There's no standard format, which makes manual consolidation tedious.
Privacy Concerns¶
Most "track your spending" apps require connecting to your bank via Open Banking or uploading your data to the cloud. If you'd prefer to keep your financial data on your own machine, the options are limited.
How openstan Helps¶
One Project, Many Accounts¶
Create a single openstan project and import PDF statements from every account you hold — current accounts, savings accounts, credit cards. Each statement is tagged with its source account.
Searchable Across All Accounts¶
Search for any transaction across all your accounts simultaneously. Looking for a specific payment? It doesn't matter which account it went through — openstan finds it.
Export a Combined View¶
Export all transactions as a single spreadsheet, or separate by account. Filter by date range, amount, or description to see exactly what you need.
100% Offline¶
No cloud upload. No Open Banking connection. No account to create. You download your statement PDFs from your bank's website, import them into openstan, and everything stays on your machine.
How It Works¶
- Install openstan — native installer, no Python required
- Create a project — Quick Start guide
- Download statement PDFs from each of your bank accounts
- Import them all — one file at a time or entire folders
- Search and filter — across all accounts at once
- Export to Excel/CSV — Export guide
What You'll Need¶
- Statement PDFs from each bank account you want to track
- openstan installed on your computer
More Use Cases¶
Self Assessment — year-end tax preparation. Small Business — business account tracking. All use cases.