Bank statement categorizer
Quick help
Use a description column and a signed amount column in one currency. Supply your own rules as CSV with contains,category headers. Matching ignores case; the first match wins. Plain signed numbers only, with up to two decimals. No bank login, automatic tax treatment or transaction deduplication.
- Paste or load your data and choose the options.
- Prepare the result and review the preview.
- Download results or print. Export a draft before closing.
What it does not do: No uploads, cloud sync or automatic storage. No Excel workbooks. No guessing dates or address verification.
Use a description column and a signed amount column in one currency. Supply your own rules as CSV with contains,category headers. Matching ignores case; the first match wins. Plain signed numbers only, with up to two decimals. No bank login, automatic tax treatment or transaction deduplication.
Limits: 1 MB per input file, 10,000 data rows, 100 columns. Mail merge: 500 recipients. Preview tables show the first 100 rows. Downloads include all rows.
CSV downloads prefix cells that could be spreadsheet formulas with an apostrophe, including negative numbers. Check types when importing. JSON and draft exports preserve the original text. UTF-8 and comma-separated CSV only.
Import is kept in this page's memory. The original profile file is unchanged.
Preview / results
Enter your details on the left to prepare your result.