Bank to file vs Thetary (2026)

Bank to file

https://banktofile.com

3 Hours to 3 Seconds Stop manually entering bank transactions. Upload your bank statement, and get a perfect CSV instantly. No typing. No errors. Just done. --- Site Content --- BankToFile Blog Pricing Contact Tutorials Sign In 3 Hours to 3 Seconds Stop manually entering bank transactions. Upload your bank statement, get a perfect CSV instantly. No typing. No errors. Just done. JD SM RK AL MC +15 ★★★★★ 500+ conversions · 4.9/5 Output Format: CSV XLSX Never stored. Period. Works with digital & scanned PDFs Works with Excel Free daily conversions (up to 5 pages each) Upload Your Statement Supports PDF format • Maximum file size: 10MB 1 file left today Free Max 5 pages per file Drop your file here or click to browse Supported format: PDF (MAX. 10MB) Scanned PDFs supported — use manual extractor Scanned PDFs supported Tutorial Trusted By Users Of See The Transformation From messy PDF chaos to clean spreadsheet data in seconds Before: Messy PDF After: Clean Data 😓 Hard to read, can't sort, manual entry Ready for Excel, QuickBooks, Xero How It Works Three simple steps to transform your bank statements 1 Upload PDF Drop your statement 2 Auto Extract We parse everything 3 Download Use anywhere Learn How to Use BankToFile Watch our quick tutorials to get started in minutes Automatic Parser Quick & easy conversion Manual Extraction Custom data selection Automatic Parser Tutorial Learn how to use the automatic bank statement parser to convert your PDFs instantly Quick Tips: Upload PDF bank statements up to 10MB The automatic parser works best with standard UK bank formats Download your results as CSV or XLSX format Save £500+ Every Month 3 Hours → 10 Seconds No more copying transactions by hand. 200+ rows extracted instantly. That's 36 hours saved every year. Zero Typos, Ever No more "off by £0.01" errors that take 2 hours to find. Use our side-by-side comparison view to verify—automated extraction = perfect accuracy every time. Your Data Stays Private Processed in-memory only. Never stored. Never seen by humans. Never shared. Period. Works Everywhere Excel, Google Sheets, QuickBooks, Xero, FreshBooks—if it reads CSV/XLSX, it works. What You Get Transaction dates Descriptions & details Transaction types (debit/credit) Money In amounts Money Out amounts Account balances Trusted by 50+ accountants Works With Your Bank Tested with every major UK bank. Upload any statement format—we'll handle it. + Many more UK banks supported Questions? Answered. Everything you need to know before converting your first statement Is my data safe? Which banks work? What formats do you support? How many files can I convert? What if it doesn't work? Do I need to sign up? Ready to Save 3 Hours This Month? Stop typing transactions by hand. Start converting bank statements in seconds. Convert Your First Statement Free Start Converting Free No signup required 3 free conversions daily (up to 5 pages each) Never stored Your files are processed securely and never stored on our servers Files never stored on our servers What Our Users Say Trusted by 50+ accountants who've saved hundreds of hours ★★★★★ "Saved me 4 hours this week alone. I was manually typing transactions from my Barclays statement into Excel. This tool is a lifesaver!" SE Sarah Edwards Freelance Consultant ★★★★★ "Finally, my bank statements work with QuickBooks! The CSV format is perfect. No more manual entry errors in my books. I used to spend hours every month reconciling accounts, and now it's done in minutes. The accuracy is incredible - haven't had a single error yet." MT Mike Thompson Small Business Owner ★★★★★ "I process 20+ client statements monthly. This tool cut my data entry time from 2 days to 2 hours. Absolute game changer. I can now focus on actual accounting work instead of mindless data entry. My clients love how quickly I can turn around their books, and my billable hours have increased significantly. The pro plan pays for itself in one day of saved time. Best investment I've made for my practice this year." RK Rachel Kumar Accountant ★★★★★ "Works perfectly with my Monzo and Revolut statements. The XLSX export is so clean, my accountant loves it!" JD James Davidson Startup Founder ★★★★★ "Security was my biggest concern, but knowing files are never stored makes this perfect. Plus it's FREE for 3 daily conversions! I manage 8 rental properties and this has been a game-changer for keeping track of rent payments and expenses. No more worrying about data breaches." AL Amy Lee Property Manager ★★★★★ "Converted 6 months of Lloyds statements in under a minute. Would have taken me all weekend manually. Worth every penny of the pro plan! I was skeptical at first, but after trying the free version I was immediately sold. The accuracy is 100% - I spot-checked every transaction and not a single error. Now I use it for all my rental properties, my personal accounts, everything. The time I save is unbelievable. My tax accountant was amazed at how organized my records were this year. Can't recommend this enough." DW David Wright Landlord ★★★★★ "Game changer for my freelance business. No more copy-pasting from NatWest PDFs!" KP Katie Phillips Freelance Designer ★★★★★ "I run a small charity and we need to track every penny. This tool has made our monthly reconciliation process so much faster. The board was impressed with how quickly I could produce financial reports. Highly recommend!" TM Tom Mitchell Charity Treasurer ★★★★★ "Brilliant! Works perfectly with Nationwide. My Excel sheets have never been this clean." LP Lucy Patterson Office Manager ★★★★★ "As a VA managing accounts for 12 different clients, this tool is indispensable. Each client uses different banks - Santander, HSBC, Metro - and this handles them all flawlessly. The time savings alone justify the pro subscription. I've recommended it to every VA in my network." NS Nina Singh Virtual Assistant ★★★★★ "Absolutely worth it. I process expense claims for our entire team and this has cut my workload in half. No more manual entry errors that I have to track down later!" BC Ben Clarke Finance Manager ★★★★★ "Simple, fast, secure. Everything I needed. The free tier is perfect for personal use!" HW Helen Wilson Teacher ★★★★★ "I manage finances for three different businesses and my personal accounts. Before this tool, I was spending entire afternoons just getting transaction data into spreadsheets. Now it's done in minutes. The XLSX export works beautifully with my accounting software. I've processed over 200 statements this year and it's been flawless every single time. Worth every single penny and then some." PG Priya Gupta Business Owner ★★★★★ "My bookkeeper charges £40/hour and used to spend 3 hours monthly on data entry. This tool paid for itself in the first month. She's thrilled because she can focus on actual accounting work now." GM George Martin Restaurant Owner ★★★★★ "Lifesaver during tax season. Converted years of old statements in one afternoon!" ER Emma Roberts Self-Employed © 2026 BankToFile. All rights reserved. Created by Blue Haven Digital Privacy Terms Contact How did we do? Share your feedback!

Thetary

https://thetary.com

The Options Journal That Actually Works Thetary eliminates spreadsheet headaches with an options journal designed specifically for wheeling. Track every trade, calculate true cost basis, visualize real growth, and build your trading reputation with shareable public journals. From CSP to covered call, Thetary got you covered. --- Site Content --- FAQ SIGN UP Login Thetary /* " thee-tuh-ree" Theta Diary */ The Options Journal That Actually Works Thetary eliminates spreadsheet headaches with an options journal designed specifically for wheeling. Track every trade, calculate true cost basis, visualize real growth, and build your trading reputation with shareable public journals. From CSP to covered call, Thetary got you covered. Start Free Trial LEARN MORE Thetary solves these problems Lost in the Wheel Your CSP gets assigned, becomes a CC, gets assigned again. Where did your original trade go? It's buried somewhere in row 247 of your spreadsheet. Trade Visbility: 0% Cost Basis Confusion You sold CSP and got assigned $TSLA at $300, sold CC at $350. Rolled twice. What's your real cost basis now? Your spreadsheet has no idea. Math Nightmare P&L Guesswork How much did you make today? This week? This month? Time to spend 30 minutes doing math instead of finding your next trade. Time Wasted: 2hrs/day Growth Blindness Are you actually getting better at this? Your win rate looks good, but your account balance tells a different story. Progress: Unknown Note-Taking Nightmare "Why did I enter this trade again?" Your random sticky notes and scattered comments aren't helping you learn from mistakes. Learning: Broken Trading in Isolation You're crushing it with a 80% win rate, but nobody knows. Or you're struggling and have no one to learn from. Community: Zero Tool Frustration Every platform is missing something. Your broker's tools suck. Your spreadsheet breaks. Your journal app doesn't understand options. Solution: None JOIN THE COMMUNITY. SIGN UP FOR FREE TODAY! The Thetary Solutions One stop overview of your portfolio. Get a complete picture of your options trading performance at a glance. No more digging through multiple tabs or complex spreadsheets! Quickly review your: Daily P&L Overall P&L Open Positions Cash Balance Win/Loss Ratio Performance Metric Understand your trading strengths and identify areas for improvement with crystal-clear data visualizations. Make smarter decisions and take control of your trades. Dive Deep into Your Performance Performance Summary offers clear, concise insights into your trading. Understand your results at a glance: Overall Profit & Loss Profit by Product Type Realized vs. Unrealized P&L Comprehensive Return Metrics Return on Capital Annualized Return CAGR Open Positions Stay on top of every active trade with Open Positions view. It provides a clear, summary of your positions, including: Cost Basis Moneyness Delta Theta Visualize the change in your cash position and market value over time. Closed Positions Closed positions shows you every trade you've closed, from entry to exit. No more digging through spreadsheets to find your trades. Benchmark Benchmark your portfolio's performance against the market or a buy-and-hold strategy. Get a clear visual comparison of your collected premiums and overall P&L versus the simple returns of a static investment. Premium Calendar Track your daily premium earnings effortlessly and gain a clear perspective on your income generation. Visualize the premium collected each day. Quickly identify your most profitable days. Understand your consistent income flow. Identify your best and worst performer. Tradepad Tradepad captures trades with a fluid, unrestricted workflow. Quickly log trades without friction. Build Your Own Strategy. Support Stock, Options, Dividend and Cash Tradepad provides the flexibility and control to execute your trades across all key asset types. Event Management Simplify event management by automatically prefilling the resulting trades. Never miss an event trade again, keep your portfolio organized and avoid missing crucial event-driven adjustments. Risks Matrix Visualize your portfolio's performance with a dynamic matrix. Track potential gains and losses across various market scenarios and time horizons to make informed risk management decisions. Share your Journal Create weekly and monthly journal entries to celebrate your accomplishments and review your mistakes with structured reflection. Share your journey with a supportive community that celebrates your wins and offers encouragement during challenges. Build accountability and momentum through connections with fellow journalers who understand your path to growth Example Subscribe Today Feature Community Monthly Annual Trades / Month 10 Unlimited Unlimited Journal Entries / Month Unlimited Unlimited Unlimited Trade Capture Event Management Cost Basis Management Position Management Metric Management Performance & Charts Premium & Cash Calendar Discount 2 Months Free! (Save $15.89!) Subscribe Free $7.99/mo $79.99/yr From the community Thetary immaculately tracked my cost basis and shows me my performance overtime. It made my wheeling much more profitable and enjoyable. masatumas Your success story here! JOIN US FOR FREE TODAY! Questions? Q: Is Thetary free to use? A: Yes. Community tier is free to use with limit of 10 trades each month. Q: What features are included in the free tier? A: All features are available to all users. Community tier is only limited by number of trades per month. Q: How does Thetary track my trades? Do I need to connect my broker? A: Thetary operates as a manual trading journal. You input your trades directly into our intuitive Tradepad. This gives you full control and privacy, as we do not require direct connections to your brokerage accounts. Q: What types of options strategies can I track? A: Thetary is specifically designed to support complex options strategies, with a focus on wheeling (e.g., Covered Calls, Cash-Secured Puts, and Assignments). Our flexible Tradepad allows you to capture and track any multi-leg strategy you build. Q: How secure is my data? A: We take data security seriously. All sensitive information is encrypted and we follow best practices to ensure your data is safe. Have more questions? Browse complete FAQ. JOIN THE COMMUNITY. SIGN UP FOR FREE TODAY! What's Next? Thetary continues to evolve into the complete trader's toolkit - advanced analytics, community insights, and AI-powered learning to help you master every aspect of your trading journey. Got ideas? Share them with us . Thetary.com email: [email protected] | X: @masatumas | substack: masatumas.substack.com #buildinpublic #indiehacker #devjournal #thetagang #optionswheel #tradejournal