WiserFin turns raw bank PDFs into categorized spending, trends, and plain-language summaries. This guide covers export, upload, and what each subscription tier unlocks.
Step 1: Export your statement
Log in to net banking or your bank app. Download the date range you need (usually last 3–12 months) as PDF. Password-protected PDFs may need to be unlocked before upload.
Step 2: Choose the right WiserFin plan
Upload is available on paid WiserFin tiers. Free users are directed to Pricing. Mobile-only plans cannot upload from desktop—upgrade to Desktop if you work on a laptop.
Step 3: Upload on WiserFin
Open WiserFin, tap Upload, select your PDF, and wait for AI parsing. Review categories—rent, EMI, UPI, food, investments—and fix miscategorized rows if prompted.
Step 4: Act on insights
Use reports to set budgets, track subscription creep, and prepare for tax season. Merchants should use Wiserlytics for GST-aware business views.
Security note
Upload only statements you own. Read our Privacy Policy for data handling practices.