financeitz
Tools · Transaction cleanup

Transaction categorizer

Rule-based categories from merchant names; edit a rule and every matching row follows. Free in your browser.

Free in your browserCSVXLSX
Open Transaction categorizerFree in your browser · no page limit

What it does

  • ✓Dates normalised to one format
  • ✓Amounts parsed, signs and debit/credit resolved
  • ✓Descriptions cleaned, merchants and categories derived
  • ✓Duplicates found and shown side by side

How it works

  1. 1. Open your transaction file (CSV).
  2. 2. It is parsed in your browser. Nothing is uploaded.
  3. 3. Check the editable grid. Issues — balance mismatches, unreadable dates, uncertain signs — are flagged by row.
  4. 4. Export XLSX or any other format, built in your browser.
Formats: CSV · XLSX

Questions

Is Transaction categorizer free?

Yes. It runs entirely in your browser and costs nothing on every plan, including Free. The file never leaves your tab.

Is my document stored?

No. Nothing is uploaded — the file is opened and processed in your browser. Close the tab and it is gone.

Is this AI?

No. Parsing is deterministic: fixed rules on the text and table positions of the document (or OCR output for scans). The same file gives the same result every time, and a value is never silently changed — unclear cells are flagged in the grid for you to check.

More transaction cleanup tools

Transaction cleaner
Dates normalised, amounts parsed, descriptions trimmed, duplicates flagged — then export to any format. Free in your browser.
Duplicate transaction finder
Same date, amount and description within a window: listed side by side so you decide. Free in your browser.
Transaction description cleaner
Strip reference codes, card numbers and bank noise so 'POS 4521 AMZN*MKTP US' reads 'Amazon'. Free in your browser.
Transaction merchant extractor
A merchant column derived from each description, consistent across the file. Free in your browser.
Debit/credit classifier
Work out which rows are money in and money out from signs, columns or keywords. Free in your browser.
Transaction splitter
Split one file into several by month, account, category or amount sign. Free in your browser.

Try it on a real file

Free in your browser, on every plan. Nothing is uploaded.

Open Transaction categorizer