Import transactions
Demo · not activeIn the real app this is where a CSV statement becomes categorized spending: saved merchant rules first, the Claude API for everything new, then a review step before anything is saved. Uploading is disabled in the demo — pick any control below for the full explanation.
1 · Account
Each account remembers the column layout its bank exports, so repeat statements skip the mapping step.
2 · Upload & map columns
Importing into Alex's Visa ····5521 — Credit card.
3 · Review
Sample of the real outputSaved merchant rules run first and cost nothing. Only the descriptions no rule recognized go to the Claude API — de-duplicated and sent as one batched request, with the answer constrained to the household's own category list. Nothing is saved until it's approved here.
| Date | Description | Amount | Category | Source | |
|---|---|---|---|---|---|
| August 2, 2026 | H-E-B #083 | $116.00 | Groceries | Rule | |
| August 3, 2026 | SQ *BLUE BOTTLE COFFEE | $7.25 | Dining Out | AI · high | |
| August 3, 2026 | SHELL OIL 5744021 | $50.30 | Transportation | AI · high | |
| August 1, 2026 | HULU *YOUR PLAN | $7.99 | Subscriptions | AI · medium | |
| August 2, 2026 | TARGET T-1102Possible duplicate | $35.70 | Shopping | AI · medium | |
| July 30, 2026 | SQ *FARMERS MARKET STAND | $22.10 | Uncategorized | Uncategorized |
Changing a category here also teaches the app: the correction is saved as a merchant rule, so that merchant is categorized for free on every future import.