Folio

Compare, reconcile, and manage your financial transactions across multiple accounts and services.

Data Sources

Starling Bank

View transactions from your Starling account

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YNAB

View your YNAB budget transactions

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Offline

PayPal

Upload PayPal CSV to enrich transactions

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Amazon

Upload order exports to attach item details

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eBay

Upload order history to enrich transactions

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Amex

Upload Amex CSV to compare with YNAB

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Comparison Tools

Starling vs YNAB

Match and reconcile Starling transactions

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Amex vs YNAB

Match and reconcile Amex transactions

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Planning

Budget

View and manage your YNAB budget grid

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Forecast

5-year net worth projection and planning

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Forecast Setup

Configure accounts, income sources, and expense categories

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Settings

Auto-Approve

Manage trusted payees for automatic approval