How do I use Transaction Categorizer?

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

What's included in this kit?

This app ships with 3 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Transaction Categorizer?

John Xie published this budgets app in the Taskade Community Gallery.

taskade

Transaction Categorizer

@johnTinkerer

3 projects
1 AI agent
3 automations

Clone to Workspace

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.

transaction-categorizer-2467.taskade.app/

About

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.

Questions

: 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.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 3 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: John Xie published this budgets app in the Taskade Community Gallery.

Categories and tags

Category: Budgets Finance Tools
Tags: Full workspaceMulti-project

Transaction Categorizer

About

Questions

Categories and tags

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Questions

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