All flowsData

Expense breakdown

Sorts a bank or card export into categories and flags spend that looks unusual.

What you get

XLSX

Starts from the bank or card export.

What it asks

  • Which period?Leave empty to use the whole file.
  • Categories you use?Otherwise a short standard set.

Works with

No apps needed

How it runs

  1. 1Answer its questionsThe flow asks only what changes the result, before anything runs.
  2. 2UniDeck does the workThe instructions, the model and the tools are set for this job.
  3. 3Get the resultDownload the file or keep refining it in the chat.

It starts with

Categorize the transactions in the attached export, total them by category and month, and flag anything unusual.