CategorizeOnce

A privacy-focused transaction categorization tool that automatically categorizes bank transactions using locally created mapping rules, eliminating the need for manual sorting. It serves individual consumers and finance professionals who want to manage personal or business finances without uploading sensitive data. Unlike cloud-based alternatives, it processes files entirely on the user's device, stores rules in browser local storage, and offers full data ownership with export and deletion options.

Key features

• Auto-categorize transactions without AI
• No data upload, registration, or bank linking
• Import bank statements and export CSV
• Create mapping rules for payees/payers
• Local processing: data never leaves computer
• Mapping rules stored in browser local storage
• Export or delete mapping rules anytime
• Hierarchical subcategories with double colons
• Import previously categorized statements for migration