Master Your Finances with AI Power

The Bank Transaction Categorizer is a powerful financial tool designed to help individuals and businesses organize their bank transactions. It allows you to upload CSV statements, automatically categorizes transactions using AI and keyword matching, and generates detailed spending reports.

Yes, the core features of the Bank Transaction Categorizer are utilizing the free tier of our platform. We may introduce premium features for advanced reporting or team collaboration in the future, but the essential categorization functionalities remain accessible.

Yes, an account is required to use this tool. This ensures that your transaction data, categories, and settings are securely saved and accessible across your devices whenever you log in.

Security is our top priority. Your transaction data is stored in our secure database using industry-standard encryption. We verify all requests with strict authentication protocols to ensure only you can access your financial information.

Only you have access to your specific transaction data. We do not sell, rent, or share your personal financial data with third parties. Our administrative access is strictly limited and audited for maintenance purposes only.

We use advanced AI models to analyze transaction descriptions and suggest appropriate categories. This process is automated, and the AI processes anonymized text snippets solely for the purpose of categorization. Your financial identity is inextricably linked to your secure account and is not used to train public models.

We support most standard CSV exports from major banks. The tool intelligently identifies columns for "Date", "Description", and "Amount". If your file has a different structure, you can manually map the columns during the upload process.

Absolutely. You can create, rename, and delete custom categories to match your specific budgeting needs. You can also organize them into parent and child categories for more granular tracking.

Yes! You can export your categorized transactions at any time. We support exporting to Excel (.xlsx) formats, which allows you to take your organized data into other accounting software like QuickBooks or Xero.

Currently, the tool treats all numbers as raw values. While you can upload transactions in different currencies, we recommend keeping separate workspaces or using a consistent currency for accurate reporting totals.

By using this tool, you agree to use it only for lawful purposes. You represent that you are the owner of the financial data you upload or have explicit permission to manage it. Uploading malicious files or attempting to exploit the system is strictly prohibited.

The Bank Transaction Categorizer is provided "as is" without any guarantees. While we strive for accuracy, we are not responsible for any financial decisions made based on the categorization or reports provided by this tool. Always consult with a qualified accountant for professional financial advice.

To the maximum extent permitted by law, Creative Brain Inc. and its affiliates shall not be liable for any indirect, incidental, or consequential damages arising from the use or inability to use this tool, including but not limited to loss of data or financial loss.

We retain your data as long as your account is active to provide you with historical reporting. You can request the deletion of your account and all associated data at any time by contacting support. Once deleted, data cannot be recovered.