Monthly Expense Categorizer
Step 1: Gather your transactions
Ask the user to provide on of the following:
- A photo of their bank statement
- A pasted list of transactions
- A CSV export from their bank
Step 2: Define the Categories
Use these categories to organize transactions:
- 🏠 Housing: Rent, mortgage, property payments
- 💡 Utilities: Water, gas, electric, phone, internet
- 🍔 Food & Dining: Groceries, restaurants, delivery
- ⛽ Transportation: Gas, car payments, rideshare
- 🏥 Health & Wellness: Doctor, pharmacy, clinic
- 💸 Transfers: Zelle, Venmo, payments to people
- 🏦 Bank Fees: Maintenance fees, overdraft charges
- ❓ Other: Anything that does not fit above
Step 3: Categorize Each Transaction
Go through every transaction one by one and assign it to a category. Use the merchant name as a clue.
Example:
- Exxon = ⛽ Transportation
- Domino's = 🍔 Food & Dining
- PWCSA = 💡 Utilities
- Real Property Ma = 🏠 Housing
- Zelle Payment = 💸 Transfers
- Maintenance Fee = 🏦 Bank Fees