MathishaGammanpila

Bank Statement Categoriser

Paste the statement, teach it a few keywords — “KEELLS = Groceries”, “CEB = Utilities” — and it sorts every line, totals by category and month, and shows you what it couldn't place so the next rule is obvious.

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Statement lines date, description, amount — or date, description, debit, credit

Rules keyword = Category, one per line, first match wins

Sign convention First line is a header

Bank Statement Categoriser

Spending by category

Unmatched add a rule for these

By month