Demo workspace · sample data

Meridian Trust Bank****4821

Jan 2026 · checking · 5 transactions · 2 pages

Money in

$6,100.00

Money out

$2,490.00

Included

5 of 5

Needs review

1

1 transaction needs review before export — open a row to resolve it.
4 category suggestions awaiting your approval. Suggestions are never counted as confirmed.
DateDescriptionCategoryAmount
01-03
CLIENT PAYMENT
Income+$4,500.00
01-05
OFFICE RENT
Rent & Lease-$1,200.00
01-09
NORTHSTAR SVCS
Uncategorized-$240.00
01-15
TRANSFER TO SAVINGSTransfer
Transfer-$1,050.00
01-24
CLIENT PAYMENT
Income+$1,600.00

Click any row to see the exact source line, change its category, or exclude it. Descriptions are kept verbatim.