Expense sorter
Sorts a month of bank transactions into expense categories and flags anything it doesn't recognize.
About 4 hours a month down to 2 minutes
Before: bank statement
| 10/01 | SHELL OIL 57442 HOUSTON | $48.20 |
| 10/02 | HOME DEPOT #6512 | $212.47 |
| 10/03 | WHATABURGER 1093 | $14.86 |
| 10/05 | ADOBE CREATIVE CLD | $59.99 |
| 10/08 | EXXON MOBIL 4471 | $52.10 |
| 10/09 | LOWES #02281 | $86.35 |
| 10/12 | CHICK-FIL-A #0412 | $11.42 |
| 10/14 | VENMO PAYMENT 8821 | $150.00 |
After: October summary
Press Run to sort the statement.
| Supplies | 2 items | $298.82 |
| Fuel | 2 items | $100.30 |
| Software | 1 item | $59.99 |
| Meals | 2 items | $26.28 |
| Needs review | Venmo payment | $150.00 |
Saved as october_summary.xlsx
