← TaskFlow
✅checklist TaskFlow 📊summarize Status Reports 📚menu_book The Books ✓check 🧮calculate Cost Rate Calculator ⚙️settings Admin Settings

🔒lock Sign in required

The Books is admin-only. Sign in over in the main TaskFlow app first, then come back.

Open TaskFlow ↗

Add bank account

Bank rules

Pattern-based auto-categorization. Plain text matches as case-insensitive substring on the transaction description. Wrap in /.../ to use a JS regex. Rules apply at CSV import + when you click Apply rules. First match wins, sorted by priority (higher = checked first).

Split transaction

✨

AI is categorizing your transactions

Reading vendor descriptions…
📄description Loading…
Loading preview…
⬇️download Download