Bank CSV Cleaner
Turn the CSV export of any bank into one clean ledger: dates, payees and amounts fixed, categories by your rules, and no row imported twice.
Bank CSV Cleaner is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 1 automation that runs on its own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 1 AI agent, 1 automation. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Helper. Its automations include Monday uncategorized digest.
by @taskade
What you can do with Bank CSV Cleaner
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Bank CSV Cleaner works
- Monday uncategorized digest: when Every Monday at 8:00, then Find the owner settings and Find uncategorized rows.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Ledger Helper
- Automations: Monday uncategorized digest
- Workspace: 5 projects, 1 AI agent, 1 automation