Bank reconciliation without spreadsheets or duplicate entries

Checking what was recorded against what went through the bank doesn't have to be manual. The imported statement becomes the reference.

20 days or 300 transactions, whichever comes first. No credit card.

The problem, and how Categorizei solves it

The same payment shows up twiceWhen a manual entry shows up on the statement, the system reconciles it instead of duplicating it.
The credit card statement distorts the monthThe card statement comes in item by item and the total is linked to the payment in the checking account.
Finding a specific transaction takes a whileSearch finds it by date, description, document, amount or category.

Download the file from your bank
On the website or app, export the bank or credit card statement as PDF, Excel, CSV 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.

Record what doesn't go through the bank.

The statement confirms what was already recorded.

The same period uploaded twice doesn't create duplicates.

Each supplier record keeps its own transactions.

What is bank reconciliation?

It's the check between the entries recorded in your financial records and the actual activity on the bank statement.

Do I need to enter everything by hand first?

No. The most common approach is to import the statement and categorize. Manual entries are for what doesn't go through the bank.

How does the credit card fit into the reconciliation?

Each purchase on the card statement gets its own category and the total is linked to the payment that left the account, avoiding double counting.

Free for 20 days or up to 300 transactions. No credit card.