Question 1

Is MoneySorted free?

Accepted Answer

Yes, MoneySorted has a free tier that lets you upload and analyse your bank statement with no account required. You get a full spending breakdown, category analysis, and money flow instantly.

Question 2

Which UK banks does MoneySorted support?

Accepted Answer

MoneySorted works with all major UK banks including Barclays, HSBC, Lloyds, NatWest, Halifax, Santander, Monzo, Starling Bank, and TSB. Simply export your statement as a PDF from your online banking and upload it.

Question 3

Is my bank statement data safe with MoneySorted?

Accepted Answer

Yes. MoneySorted uses a zero-knowledge architecture. Your bank statement is analysed and immediately deleted after processing. We never store your banking data, never sell your information, and require no bank login or open banking connection.

Question 4

Do I need to connect my bank account?

Accepted Answer

No. MoneySorted works entirely from PDF uploads. There is no bank login, no open banking connection, and no account required to get started.

Question 5

Can accountants use MoneySorted for client statements?

Accepted Answer

Yes. MoneySorted has a dedicated Accountant Mode that presents data in a structured, professional format suitable for processing client bank statements. The Business plan includes bulk processing and client management features.

Insights

Financial Insights