Transaction Categorizer - Drag & Drop by Type
CSV File Upload
Getting Started
Upload a CSV file to categorize transactions by type. The system will create separate tables for each transaction type.
- Supported Transaction Types: ACH, CCD, CTX, DR
- Required Columns: ID, Type, Amount, Description, Date
- Drag & Drop: Move transactions between type categories
- Auto-categorization: Transactions are initially sorted by their type field