Money & Finance

Guide to every Money & Finance tool: bank statements, receipts, loans, tax and shared expenses.

All guides

Getting started: What OpenFile is, how to use your first tool, install it as an app and work offline.
How OpenFile works: The zero-upload privacy architecture, the processing engines and first-use model downloads.
Keyboard shortcuts: Global, command palette, docs and Sketch board keyboard shortcuts.
PDF tools: Guide to every PDF tool: merge, split, compress, sign, protect, OCR and more.
Convert: Guide to converting between PDF, Word, Excel, PowerPoint, Markdown, HTML and images.
Image tools: Guide to compressing, resizing, converting, background removal, upscaling and editing images.
Video tools: Guide to trimming, compressing, converting, GIFs and recording video in the browser.
Audio tools: Guide to editing, converting, recording and transcribing audio on-device.
Developer tools: Guide to JSON, JWT, hashes, regex, QR codes, cURL conversion and other developer utilities.
Text & data tools: Guide to diffing, counting, case conversion, Markdown and text cleanup tools.
Design tools: Guide to colors, gradients, CSS, favicons, SVG and the Sketch whiteboard.
Workspace pipelines: Chain steps into reusable recipes and batch-process hundreds of images or PDFs.
Sketch board: The infinite whiteboard: tools, boards, sharing, presenting, exporting and shortcuts.
Favorites, history & settings: How favorites, recent tools, activity history and settings are stored locally in IndexedDB.
Self-hosting: Deploy OpenFile to Vercel, GitHub Pages, any static host or Docker with nginx.
API reference: The optional Vercel serverless routes: /api/health, /api/fetch-page and /api/meta.
Browser support: Which browsers and platform features each group of tools needs.
FAQ: Answers to common questions about privacy, limits, offline use and troubleshooting.
Contributing & adding a tool: Set up the project, follow the tool conventions and add a new tool to the registry.
Changelog: Release notes for every OpenFile version.
Install on every device: Install OpenFile as a web app, a desktop app for Windows, macOS and Linux, an Android APK or on iPhone.
Using tools: Drop zones, batches, page ranges, presets, history, undo and where your downloads go.
Themes and accessibility: Black, dark, light and system themes, accent colors, fonts, density, reduced motion and keyboard use.
Offline and PWA: How the service worker caches the app, engines and models, how updates work and how to clear data.
Open with and share target: Open files from your system with OpenFile and send files to it from the share sheet.
Local AI: Which AI models run on your device, their sizes, first-run downloads, WebGPU or CPU, cancelling and privacy.
Privacy and security: No uploads, how to verify it yourself in the DevTools network tab, headers and what is stored locally.
Formats supported: A searchable matrix of every input and output format, generated from the tool registry.
Full tools reference: Every tool with its description, formats and link, generated from the registry. Filter and search.
Troubleshooting: Large files, memory, browser support, Safari quirks, unsigned app warnings and quick fixes.
Developer guide: Architecture, adding a tool, batch files, tests, builds, Pages and Vercel base paths and releasing the apps.
Roadmap: What has shipped and what comes next, generated from the project roadmap.
Data: Guide to every Data tool: csv, excel, json, sqlite, parquet, maps and gps.
AI: Guide to every AI tool: on-device ai for images, text and documents.
3D: Guide to every 3D tool: view and convert glb, gltf, obj, stl, ply and more.
Archives: Guide to every Archives tool: open and create zip, 7z, tar, gz and rar.
eBooks: Guide to every eBooks tool: read and convert epub, mobi, fb2 and comics.
Fonts: Guide to every Fonts tool: convert, inspect and subset ttf, otf, woff.
CAD: Guide to every CAD tool: view and convert dxf and other drawings.
Subtitles: Guide to every Subtitles tool: convert, sync and edit srt, vtt, ass.
Security & Privacy: Guide to every Security & Privacy tool: scrub metadata, lock files, hide messages, redact personal data.
Maps & GPS: Guide to every Maps & GPS tool: gpx elevation, splits, heatmaps, privacy zones and location codes.
Office & Sheets: Guide to every Office & Sheets tool: merge, split, compare and pivot spreadsheets, clean word files.
Science & Education: Guide to every Science & Education tool: equations, graphs, chemistry, matrices, logic and primes.
Creator Studio: Guide to every Creator Studio tool: audiograms, vertical video, carousels, word clouds and chapters.
Money & Finance: Guide to every Money & Finance tool: bank statements, receipts, loans, tax and shared expenses.
Health & Fitness: Guide to every Health & Fitness tool: fit workouts, heart rate zones, apple health data, pace and body measures.

Tools

Bank Statement Converter: Convert OFX, QFX, QIF, CAMT.053 XML, MT940 and CSV bank files to CSV, Excel, JSON, OFX or QIF.
CSV to OFX / QIF: Turn a bank CSV export into an OFX or QIF file that money apps can import.
Statement Analyzer: See money in and out by month, spending by category, top payees and repeating subscriptions from any bank statement.
AI Transaction Categorizer: Label every payment in a bank statement (groceries, transport, bills and more) with a small AI model on your device.
AI Receipt Scanner: Photograph receipts and get the shop, date, tax, total and line items as CSV or JSON, read by on-device OCR.
PDF Statement to CSV: Pull transactions out of a PDF bank or card statement into CSV, Excel, OFX or QIF.
Loan & EMI Calculator: Monthly payment, total interest and a full schedule for home, car or personal loans, with extra payments.
Compound Interest & SIP Calculator: See how savings, deposits and monthly SIP investments grow, with step ups and inflation.
GST & VAT Calculator: Add or remove GST or VAT from one price or a whole list, with CGST, SGST and IGST split for India.
Expense Splitter: Split trip or flat expenses between friends and settle up with the fewest payments.