Bank Categorizer

Upload a statement export (CSV or Excel) and get every transaction tagged, with a spending summary by category. Rules are plain keywords — edit them below and re-run until the file looks right.

Rules — one category: keyword, keyword per line. First match wins, so keep narrow categories above broad ones. income: payroll, direct dep, salary, employer, dividend, interest paid transfer: transfer, zelle, venmo, cash app, paypal, wire, atm rent: rent, landlord, property mgmt, leasing mortgage: mortgage, escrow utilities: comcast, xfinity, electric, water, gas company, pg&e, con ed, utility phone: verizon, at&t, t-mobile, mint mobile, cricket subscriptions: netflix, spotify, hulu, disney+, patreon, adobe, github, openai, dropbox, icloud insurance: insurance, geico, progressive, state farm, allstate groceries: safeway, trader joe, whole foods, kroger, aldi, publix, wegmans, costco, grocery dining: restaurant, cafe, coffee, starbucks, chipotle, mcdonald, doordash, uber eats, grubhub, pizza, bar fuel: shell, chevron, exxon, mobil, bp, texaco, fuel, gas station transport: uber, lyft, transit, metro, parking, toll, amtrak, airline, delta, united health: pharmacy, cvs, walgreens, clinic, dental, medical, hospital, doctor shopping: amazon, target, walmart, ebay, etsy, best buy, home depot, lowes entertainment: cinema, theater, steam, playstation, xbox, nintendo, ticketmaster fees: fee, service charge, overdraft, interest charged, atm fee taxes: irs, tax, franchise tax Categorize

2 free statements left — log in for 10 every month.

What it needs

A column holding the merchant or memo text — called description, memo, payee, details or similar. Amounts are optional: give it an amount column, or a debit/credit pair, and it will total each category. Nothing is stored — the file is processed in memory and the result is discarded after 30 minutes.