Expense categorizer
@ledgerly/expense-categorizer
Categorize a bank or card CSV export with a rules file you can edit. Writes a categorized CSV, spend by category and by month, and a review list of unknown merchants with suggested rules. Offline and repeatable.
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- 1pattern,category,match,min_amount,max_amount,notes
- 2stripe transfer,Revenue,contains,,,Payouts from the payment processor
- 3interest paid,Interest income,contains,,,
- 4gusto,Payroll,contains,,,Payroll provider
- 5adp,Payroll,starts_with,,,
- 6justworks,Payroll,contains,,,
- 7aws,Cloud and hosting,contains,,,
- 8amazon web services,Cloud and hosting,contains,,,
- 9google cloud,Cloud and hosting,contains,,,
- 10vercel,Cloud and hosting,contains,,,
- 11supabase,Cloud and hosting,contains,,,
- 12google workspace,Software,contains,,,
- 13gsuite,Software,contains,,,
- 14slack,Software,contains,,,
- 15zoom,Software,contains,,,
- 16github,Software,contains,,,
- 17figma,Software,contains,,,
- 18notion,Software,contains,,,
- 19hubspot,Software,contains,,,
- 20linear,Software,contains,,,
- 21openai,AI and model APIs,contains,,,
- 22anthropic,AI and model APIs,contains,,,
- 23linkedin,Marketing,contains,,,
- 24google ads,Marketing,contains,,,
- 25meta ads,Marketing,contains,,,
- 26facebk,Marketing,contains,,,
- 27wework,Rent and office,contains,,,
- 28rent,Rent and office,starts_with,,,
- 29uber eats,Meals,contains,,,
- 30uber,Travel,contains,0,150,Rides only; bigger Uber charges go to review
- 31doordash,Meals,contains,,,
- 32united airlines,Travel,contains,,,
- 33delta air,Travel,contains,,,
- 34airbnb,Travel,contains,,,
- 35marriott,Travel,contains,,,
- 36irs,Taxes,starts_with,,,
- 37franchise tax,Taxes,contains,,,
- 38cooley|wilson sonsini|gunderson,Legal,regex,,,
- 39insurance,Insurance,contains,,,
