Bank statement PDF to categorized transactions

Upload a bank or card statement PDF and get every transaction as a row with date, description, amount and a spending category you define, as a CSV table you can paste into a spreadsheet. The model reads the rows and then a second pass adds them up again and compares the result with the statement's opening and closing balances, listing any mismatch. The arithmetic is done by the model and checked once, so treat the table as a draft to reconcile, not as your books.

How it starts

When you run it.

Accepts files: Statement (PDF)

What it needs

No knowledge base, memory bank or connection to create first.

Steps