Finance bot
Transaction Categorizer
Statements in, clean data out: reads bank and card exports (CSV, OFX, PDF), assigns a category to every line using rules it learns from you, flags duplicates, transfers, and unusual charges, and leaves tidy files in the shared folder for the Finance Tracker, Bookkeeper, and Head of Finance.
What it does
- Normalize and categorize a statement export.
- Learn and manage merchant-to-category rules.
- Flag duplicates, unusual amounts, and new recurring charges.
- Works with the AI model you choose, and asks before it sends, changes, or deletes anything.
Runs on its own
- Weekly statement runEvery week
Tasks start off. Turn one on, or change its schedule, in the bot's settings.
How to get it
- Download BotLegger and add a model: an API key, or a free local model.
- Open Browse Bots and add Transaction Categorizer.
- Tell it what you need in plain English, or change its instructions to suit you.
Put Transaction Categorizer to work
A free app for Mac, Windows, Linux, Android, and iPhone. Use any AI model, and keep your data on your own devices.