Budget Importer Web Prototype

1. Select files

Tracker workbook .xlsx Bank CSV file

Bank file profile

Waiting for files.

These are the CSV columns detected from the bank file. Choose the bank profile first, then confirm the mapping.

Date column Amount column Other Party column Description column Reference column Particulars column Analysis Code column

Transaction 0 of 0

Date

Amount

Direction

Duplicate

Other Party

Description

Reference

Particulars / Analysis Code

Category Rule text Save this as a rule and apply it to later matching transactions in this session

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?

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.
Improves importer rule matching priority and respects Match Type.
Uses adaptive Forecast column detection for Dashboard and Monthly Summary formulas.