Find useful rules in the coding you have already reviewed.
One business only. Include dates, payees, descriptions, recorded categories, account, currency, and amount direction. Flag any rows that have not been reviewed.
CSV, TSV, PDF, XLSX
Optional current conditions, categories, and rule status, so existing rules are not proposed as new.
Optional account names and IDs to check proposed categories against the client’s chart.
5 MB per file · 15 MB total · Text-based PDFs only
