Anyone who plans finances knows the problem:
New debits, standing orders, or regular income appear on the bank statement. They should actually be added to the financial plan, but this takes time and is therefore often postponed.
The longer the wait, the greater the risk of forgetting important entries.
Quickly add new entries
Check bank statements regularly: A quick look at the current bank statement often shows immediately whether new regular income or expenses have been added.
Do not transfer everything manually: Typing everything in by hand takes time and increases the likelihood of errors. Especially with several new transactions, it is easy to lose track.
Keep the plan up to date: The faster new recurring entries are added, the more accurate the financial plan remains for the coming months.
Simply photograph the bank statement
With HellerIO, new recurring entries no longer have to be created individually.
Simply photograph the bank statement or upload a corresponding document. HellerIO recognizes the transactions it contains and suggests suitable recurring income and expenses for adoption.
This makes it much faster to add new insurance policies, memberships, salary payments, or other recurring payments to the financial plan.
Less typing. Fewer forgotten entries. More time for what matters
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