Statement to Budget
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Turn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.
Server tool list (3)
Raw names from tools/list. Only developers need these.
| convert_statement | Upload a bank statement (PDF, CSV, XLS, XLSX, or OFX) as base64 and run AI extraction + categorisation. Returns a session_id plus access.level: "full" when an API key with credit was supplied, otherwise "preview" (5 sample rows, other rows masked) with an unlock_url a human can open to buy the full file for $4.99. Large statements can take 1-3 minutes; if status is "processing", poll get_job. |
| get_job | Poll a conversion job by session_id. Status is processing, complete, or error. |
| get_transactions | Fetch categorised transactions and a spending summary for a completed session. Preview sessions return 5 sample rows, locked_rows (date, category, masked description) for the rest, and unlock_url. |