Browser-only prototype
Budget Importer
Select your finance tracker workbook and bank CSV. The files are processed locally in your browser.
Nothing is uploaded to a server.
Version 16
2. Confirm mapping
These are the CSV columns detected from the bank file. Choose the bank profile first, then confirm the mapping.
Review complete
Date
Amount
Direction
Duplicate
Particulars / Analysis Code
3. Transaction list ready
The transaction list has been built. Check the summary below, then click
Start reviewing transactions to process each pending item.
| Decision |
Date |
Amount |
Other Party |
Description |
Category |
Duplicate? |
Prototype scope
- Runs entirely in the browser.
- Shows a clear transaction-list summary before one-by-one processing.
- Processes transactions one by one.
- Supports category selection, ignore, skip, back/undo, save-rule and cancel.
- Applies newly saved rules to later matching transactions in the same session.
- Downloads an updated workbook at the end.
- v16 cache-busts the New Year utility and forces Monthly Spend Matrix rebuild from Categories.