🚀 Quick Start
Upload Your CSV File
Drag & drop or click to upload CSV files from your bank.
AI Categorizes Instantly
The AI analyzes each transaction and assigns the best category automatically.
Review & Export
Check results, make corrections (rules are auto-created!), and export to CSV or Excel.
Learning Rules Engine
Your Competitive AdvantageThe app remembers your categorization preferences and creates personal pattern-matching rules. The more you use it, the smarter it gets!
How It Works:
First Upload
Upload CSV → AI categorizes "STARBUCKS #1234" as Shopping → You correct it to "Food & Dining"
→ Rule auto-created: "starbucks" → Food & Dining
Next Upload
Upload new CSV → "STARBUCKS #5678 SEATTLE" → Instantly categorized as "Food & Dining"
→ No AI call needed → Instant & free!
💡 Smart Context Matching
Rules preserve context keywords (fee, payment, subscription) to prevent false matches. For example, "CAPITAL ONE MEMBERSHIP FEE" won't match "CAPITAL ONE PAYMENT".
Managing Your Rules:
- •View all rules: Click the badge showing "X Rules Learned" in the header, or visit /rules
- •Export rules: Download as JSON for backup
- •Import rules: Restore from backup or share across devices
- •Delete rules: Remove individual rules or clear all
Search & Filter
Quickly find specific transactions using the smart search bar:
Search by Description
Type merchant names like "starbucks" or "amazon"
Search by Category
Filter by "food", "groceries", "shopping", etc.
Search by Amount
Find specific amounts like "25.00" or "99"
Search by Date
Type dates like "11/10/2025" or "nov 10"
💡 Performance: Search uses 300ms debouncing for smooth, lag-free filtering even with 1,000+ transactions.
Privacy & Data Storage
Your Financial Data is Safe
- ✓Transaction data is processed in real-time and never stored on servers
- ✓Learning rules are stored locally in your browser (localStorage)
- ✓No database, no tracking, no analytics on your transactions
- ✓GDPR & CCPA compliant - privacy-first architecture
Your rules are saved in your browser's local storage. To back them up or transfer to another device, export them from the /rules page.
Tips for Best Results
Correct Categories on First Upload
The more corrections you make initially, the smarter future uploads become.
Look for the 📚 Rule Indicator
Transactions showing "📚 Rule" were auto-categorized by your personal rules (100% confidence).
Export Your Rules Regularly
Back up your rules from /rules page in case you clear browser data.
Use Search to Verify Corrections
Search for merchant names to ensure all similar transactions are categorized consistently.
Start with Your Bank's Categorized CSVs
Chase and Capital One CSVs include category columns, which gives higher initial accuracy.
Ready to Get Started?
Upload your first file and watch the Learning Rules Engine work its magic!
Start Categorizing →