Import your Santander statement and get your transactions categorized
Used for both personal and business accounts, with statements in different layouts. Categorizei already knows the Santander statement format: upload the file as PDF, Excel or OFX and stop typing.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
From your Santander statement to the report
Download the file from the bank
On the website or app, export the statement as PDF, Excel or OFX.
Upload it to Categorizei
The transactions are read in seconds, without duplicating what's already there.
Confirm the categories
The system learns from your choices and starts categorizing on its own.
Open the reports
P&L (DRE), cash flow, by category and by supplier, ready to share.
Descriptions that become categories
Statements come with abbreviated, repetitive descriptions. Common examples of how transactions usually appear:
- PIX ENVIADO
- PIX RECEBIDO
- TED RECEBIDA
- TARIFA MENSALIDADE PACOTE
- PAGAMENTO DE BOLETO
You confirm the category once, for example Suppliers, Bank fees or Service revenue, and the system starts recognizing similar transactions on its own.
- No duplicatesRe-uploading the same period doesn't duplicate transactions or use credits.
- Straight to the reportAs soon as the category is confirmed, the transaction shows up in the P&L and cash flow.
- Ready-made reportsDashboard, P&L, cash flow, by category and by supplier.
Questions about Santander statements
Does Categorizei recognize Santander statements?
Yes. The system already knows the Santander statement format. You upload the file and the transactions are read with date, description and amount.
Which format should I download from Santander?
On the statement screen in internet banking or the app, look for the export or save option. If OFX is available, choose that format. PDF and Excel are also accepted.
What about the credit card statement?
Not yet. Today, reading credit card statements works for Itaú (Excel, CSV and PDF) and Banco do Brasil. For Santander, you can enter the card purchases manually until support for this bank's card statements arrives.
Does uploading the same month twice create duplicates?
No. The system recognizes transactions that were already imported, and only new transactions use credits.
Try it with your Santander statement
Free for 20 days or up to 300 transactions. No credit card.
Santander is a trademark of its respective owner. Categorizei is an independent system and has no affiliation with the institution. The descriptions above are illustrative examples.