Categorize historical transactions against your custom chart of accounts.
One business. Include transaction IDs, dates, descriptions, amounts, currency, and existing account codes or names where available.
CSV, TSV, PDF, XLSX
Include account codes or IDs, names, types, and full parent/subaccount paths where relevant. A chart with unique account names is also supported.
Optional approved rules or mappings from old account codes to your custom chart, with supporting business-purpose details.
Optional approved examples for the same business. Include source references, account codes or names, and review status; conflicting or unreviewed coding is not treated as approval.
5 MB per file · 15 MB total · Text-based PDFs only
