Bank CSV Transaction Categorizer

How to use this tool

1. Enter your values in the labelled fields or load the worked example.
2. Review the assumptions below, then run the tool.
3. Review the result, then copy or download it.

Try this example

{"csv": "Description,Amount\nGROCERY STORE,-35.50\nSALARY,2500", "descriptionColumn": "Description", "amountColumn": "Amount", "rules": [{"contains": "GROCERY", "category": "Food"}, {"contains": "SALARY", "category": "Income"}]}

Accuracy and scope

CSV only, decimal-point signed amounts; first literal rule wins. No bank access, statement PDF extraction or tax classification guarantee.

Is my data uploaded?

This tool runs locally in your browser. Input and output are not sent to a processing server. Copy or download your result before leaving the page.