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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 1 automation & workflow, ready to run or customize after you clone. Its AI agents include Ledger Helper. Its automations include Monday uncategorized digest.

Team Taskade published this budgets app in the Taskade App Factory.