Expense category overview chart from statements
We looked this up in the docs; we have not run it in a bot yet.
Updated 15 Oct 2026.
Attach bank or expense CSVs or PDFs. Extract transactions, categorize them, and produce a summary spreadsheet plus a clear bar or pie-free chart of spending by category (with totals and percentages). Flag any unclear items. Do not contact banks, make payments, or edit originals. Return the files and a short summary. Stop for review.
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Expected result
Category summary spreadsheet plus chart image.
Uses this feature
Credit
Idea from @@Supercolor76442. Written here in our own words.
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