Bank Balance Viewer

A self-contained, offline tool for tracking account balances across banks and currencies.

balance_chart.html — single file, no installation Save it locally and open it in any modern browser. Your data never leaves your computer.
Download v1.0

What it does

Bank Balance Viewer reads CSV exports from your bank accounts and plots your balances over time, across multiple accounts and currencies. You can view accounts individually or summed together. Exchange rates are fetched automatically from the European Central Bank so balances in different currencies can be compared on a single chart.

Everything runs locally in your browser. No data is uploaded or shared with any server.

Bank Balance Viewer showing two accounts plotted over time

How to use it

  1. Download the file and open it in your browser (Chrome, Firefox, Edge, or Safari).
  2. Export a CSV from your bank's online portal or app.
  3. Drag and drop the CSV onto the page (or click the drop zone to browse).
  4. The chart updates automatically. Repeat for additional accounts or time periods.

Common bank CSV formats are detected automatically. If your bank uses an unfamiliar layout, a configuration panel will appear so you can tell the tool which columns contain the date, amount, balance, and currency.

The tool can handle exports which do not include running account balances, however in this case you will also need to provide the initial balance directly into the tool.

Multi-currency accounts (such as Wise) are supported: per-currency balances are extracted from the export and plotted as separate series.

FBAR and FATCA filers

FBAR (FinCEN 114) and FATCA (Form 8938) require reporting foreign account balances converted at the US Treasury end-of-year exchange rate, not a market rate. Use the "Fetch US Treasury year-end rates" button in the tool to load these rates automatically.

Does it work with my bank?

Probably. The tool handles a wide range of CSV layouts automatically (it supports 3 date formats, 3 delimiters, 2 number formats, 4 methods of specifying transactions, common column names in 4 languages, lack of running balances, and multi-currency csvs). If it does not work correctly with your bank's export, please get in touch with a sample of the CSV with personal details such as account numbers removed. Reports of unsupported formats are welcome.

How much does it cost? / What's the catch?

Nothing, it's free. There's no catch. We made it for our own use, but thought it could be broadly useful so decided to share it. Hope it proves useful to you as well.

Something not working? Suggested improvement? Send a note to [email protected] with a description of the issue or suggestion, and if relevant, your bank name, country, and a few anonymized rows from the CSV. Please do not include real account numbers or personal data.
Disclaimer. This tool is provided for informational purposes only and does not constitute financial, tax, or legal advice. Balance calculations and currency conversions may contain errors. Exchange rates are sourced from third-party providers and may not match rates required for official reporting. You are solely responsible for verifying figures before using them in any financial, tax, or regulatory filing. The author makes no warranty and accepts no liability for errors, omissions, or any loss arising from use of this software.

THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

We respect your privacy and do not use cookies or collect personal information.