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Made by@ledgerly

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.

SkillFinancev1.0.0 (latest)Tested
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  1. 1Date,Description,Amount
  2. 22026-09-01,STRIPE TRANSFER ST-8K2J,48250.00
  3. 32026-09-01,WEWORK 1201 MEMBERSHIP,-4200.00
  4. 42026-09-02,AWS EMEA aws.amazon.com,-3812.44
  5. 52026-09-03,GUSTO PAYROLL 0903,-61240.18
  6. 62026-09-03,SLACK T03X2 DUBLIN,-1150.00
  7. 72026-09-05,GOOGLE *GSUITE_acme,-432.00
  8. 82026-09-06,UBER *TRIP HELP.UBER.COM,-38.20
  9. 92026-09-06,UBER *TRIP HELP.UBER.COM,-212.75
  10. 102026-09-08,LINKEDIN *JOBS 7781,-899.00
  11. 112026-09-09,SQ *BLUE BOTTLE COFFEE,-64.50
  12. 122026-09-10,OPENAI *CHATGPT SUBSCR,-1200.00
  13. 132026-09-10,ANTHROPIC API USAGE,-2875.10
  14. 142026-09-12,FIGMA MONTHLY,-675.00
  15. 152026-09-14,SQ *BLUE BOTTLE COFFEE,-41.25
  16. 162026-09-15,STRIPE TRANSFER ST-9P1Q,51110.00
  17. 172026-09-15,GUSTO PAYROLL 0915,-61240.18
  18. 182026-09-16,UNITED AIRLINES 0162345,-684.30
  19. 192026-09-18,TST* NOPALITO SF,-312.80
  20. 202026-09-20,HISCOX INSURANCE,-1980.00
  21. 212026-09-22,COOLEY LLP INV 2209,-6500.00
  22. 222026-09-24,AMZN MKTP US*2K4LL,-129.99
  23. 232026-09-25,AMZN MKTP US*7Y2QQ,-86.40
  24. 242026-09-28,INTEREST PAID,412.33
  25. 252026-10-01,STRIPE TRANSFER ST-1A2B,49875.00
  26. 262026-10-01,WEWORK 1201 MEMBERSHIP,-4200.00
  27. 272026-10-02,AWS EMEA aws.amazon.com,-3990.12
  28. 282026-10-03,GUSTO PAYROLL 1003,-62110.40
  29. 292026-10-03,SLACK T03X2 DUBLIN,-1150.00
  30. 302026-10-05,GOOGLE *GSUITE_acme,-432.00
  31. 312026-10-07,VERCEL INC,-420.00
  32. 322026-10-09,SQ *BLUE BOTTLE COFFEE,-58.75
  33. 332026-10-10,ANTHROPIC API USAGE,-3310.55
  34. 342026-10-11,ZOOM.US 888-799-9666,-149.90
  35. 352026-10-13,DOORDASH TEAM LUNCH,-284.60
  36. 362026-10-15,GUSTO PAYROLL 1015,-62110.40
  37. 372026-10-15,STRIPE TRANSFER ST-3C4D,53020.00
  38. 382026-10-18,AMZN MKTP US*1Z9XX,-212.18
  39. 392026-10-21,GOOGLE ADS 4412,-2500.00
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