Bank Transaction Categorizer
To categorize bank transactions from a CSV, write keyword rules that map words in each description to a category; this free tool applies your rules, lists what is left over and totals each category in your browser. This free tool sorts bank lines into categories with rules you write yourself. Each rule is a few words separated by | followed by => and a category, for example “word|word => Category”. Add a bank or card CSV, apply your rules, and get every transaction sorted into your own categories with totals per category.
The first matching rule wins. Anything left over is listed, most common first, and an Add rule button starts a new rule from each one. Download the sorted CSV, and a text copy of your rules to reuse next time.
The starter rules are generic examples you can edit or replace, and you choose your own category names. The tool uses simple word matching. It does not use AI, and it does not connect to QuickBooks® or your bank. This is a sorting aid, not accounting advice, so review the result before you use it.
Need more than a free tool? See our QuickBooks® cleanup and catch-up service or our bookkeeping services, or read how a QuickBooks cleanup works for small businesses.
Related free tools: Bank Statement to QuickBooks® Online CSV Tool and Duplicate Transaction Finder.
Need categories to sort into? Build a starting chart of accounts with the free QuickBooks® Chart of Accounts Starter Builder.
This tool runs in your browser. The file you choose is read on your device, is not uploaded or sent to LiveFixPro, and is not stored by the tool. (The website itself uses a chat widget and cookies as described in our Privacy Policy.) QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit. LiveFixPro is an independent bookkeeping firm. LiveFixPro is a remote U.S. company.
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Bookkeeping Services FAQs
What are bookkeeping services for small businesses?
Bookkeeping services keep your day-to-day financial records accurate—categorizing transactions, reconciling accounts, and preparing clean books so you can see cash flow and make decisions with confidence.
Who is this for?
U.S. small businesses that want reliable monthly bookkeeping and clear books without hiring a full-time in-house bookkeeper. Deep QuickBooks cleanup is available separately when your books need a catch-up.
What’s included in monthly bookkeeping?
Transaction categorization, bank and credit-card reconciliation, and organized books ready for review.
How is pricing structured?
Monthly Bookkeeping is $499/mo, Support for QuickBooks Users is $149.99/mo, Cleanup for QuickBooks Users is $1,999 fixed one-time, and Catch-up Bookkeeping starts from $799.99 one-time. Final scope is confirmed on a free consultation.
Do you use QuickBooks?
Yes—work is for QuickBooks® users. Cleanup and ongoing bookkeeping can connect to your QuickBooks Online file when that is the right fit. LiveFixPro is independent and not endorsed by Intuit Inc.
How do we get started?
Book a free consultation on our calendar. We’ll confirm scope, access needs, and the right package before work begins: Book a free consultation
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.