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Financev1

Expense Tracker

by James
Expense Tracker skill icon

Description

Updated March 1, 2026 Bank exports are a mess. Truncated merchant names, inconsistent formatting, no categories, and a mix of personal and business charges sitting in the same file. Most people either ignore them or spend hours in a spreadsheet every month doing work that should be automatic.

  • Normalize and categorize transactions from any bank or credit card CSV export
  • Identify and list active subscriptions, including dormant or duplicate ones
  • Flag anomalous charges based on amount, frequency, and merchant patterns
  • Generate monthly spend summaries with category breakdowns and trends
  • Track budgets against actuals and surface overage alerts
  • Export cleaned, categorized data ready for tax prep or bookkeeping tools

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Version History

v1

Feb 25, 2026

  • Initial release

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