Transaction Categorizer
Transaction Categorizer: upload a bank statement, let saved rules sort the lines, and review only the new or unclear ones in a fifteen-minute monthly pass. Free to clone.
Transaction Categorizer is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Helper. Its automations include Email me the monthly totals, Process uploaded statement and Draft a rule when a transaction is categorized.
by @john
What you can do with Transaction Categorizer
- 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 Transaction Categorizer works
- Email me the monthly totals: when First of each month, 8 AM, then Export the transactions and Write the month summary.
- Process uploaded statement: when Form Trigger, then Turn the statement into text and Read the transactions.
- Draft a rule when a transaction is categorized: when Transaction marked Categorized, then Add a draft-rule comment.
Built with Taskade Genesis
- Category: Tools
- AI agents: Ledger Helper
- Automations: Email me the monthly totals, Process uploaded statement, Draft a rule when a transaction is categorized
- Workspace: 3 projects, 1 AI agent, 3 automations