- First step is to extract a CSV from your bank account and paste it in the first screen.
Be carefull, data must be ordered like this :
Date;Don't care;long title for pattern recognition;Pricing;Don't care
Mine is like :
28/07/2011;DEBIT XXXXXX;DEBIT XXXXXXYY PAYPAL AABBCCDDEEFFGGHH PAYPAL VIREMEN ;-71,90;EUR
26/07/2011;VISA X1234 25/07 ;CARTE X1234 25/07 MCDONALD'S ;-28,20;EUR
26/07/2011;VISA X1234 20/07 ;CARTE X1234 20/07 AMAZON EU SARL ;-18,99;EUR
... and so on...
- Second step is to define categories and tokens
For example :
Restaurant category contains token "donald"
IT expense category contains tokens "amazon" and "paypal"
- Third step is to switch on the last tab and see the result.
First tab :
Second tab :
Third tab :