Run

FILES

Transactions CSV

One CSV, any columns, any order — it needs date, amount and counterparty to be findable (memo optional). Everything else passes through untouched, plus category · flags · status on the way out. Different header names? See the locale block below.

Rules

My file isn't a UK/US-style CSV

Day-first dates Decimal separator Thousands separator Encoding Header mapping (.json) — needed if your columns aren't date/amount/counterparty/memo

WHAT TO RUN

Audit trail full records the rule, condition and changes for every decision; none skips the trail entirely (and the rows lose their rule column)

Verify

HTML report

date, amount and counterparty came out the way they went in

Reconcile against a model

Model output CSV HTML report

Advanced alignment

Key columns (content match, reports orphans) ML date format

compared row by row · every disagreement, with its rule

running…

Results

Nothing yet. Pick a CSV and rules, tick what you want, and Run.