Bank Transaction Categoriser
Turns pasted transaction rows, approved category definitions, known merchant mappings, reporting period and review rules into a grounded Markdown categorisation and human-review report.
1 steps
See it in detail & add it
Adds a copy to your account. Nothing runs until you say so, and you can preview every step first.
Work with Andy Surtees — Founder of GloriaMundo. I build the workflows behind it.
Workflows in the library are reviewed by the GloriaMundo team before they appear here.