Try the demo

Most tools that read your bank statements ask you to hand one over before they will show you anything. That is a fair thing to be wary of, and it is the reason this page exists: the whole application is below, running in your browser, already holding a fictional month of transactions. Click through it exactly as you would with your own file.

What you are looking at

The sample is a single checking account over one month — 50 transactions, the sort of month most people have. Rent, a payroll deposit twice, groceries across four trips to the same shop, six coffees, two tanks of fuel, a credit card payment, a student loan, and a refund.

It opens the way a real bank export does, with a few lines of account preamble sitting above the header row.

What it does automatically, and what it leaves to you

Transactions worded the same are offered as one group, so six visits to the same coffee shop become a single row you categorize once. Categories are filled in from the merchant name wherever CostSorter recognises it — 48 of the sample's 50 transactions.

The two it leaves blank are a Venmo payment and a Zelle transfer, and that is deliberate rather than a gap. A peer-to-peer payment is rent, or dinner, or a secondhand sofa, and no keyword is right often enough to be worth guessing with. Those two are yours to label, which is a fair picture of the work the app cannot do for you.

When you are ready

The app itself is on the home page, waiting for your own export — the same five steps you have just clicked through, with the one that reads a file put back. If you would rather read than click, how it works walks the same ground with a screenshot of each step.

Or try the real thing on this same fictional month: the sample is yours to download, and dropping it into the app reaches the steps this demo leaves out — saving a sheet to your browser, locking it with a password, and exporting it.