Spreadsheets
The PDFs become spreadsheets.
Every purchase in one table. Your Amazon, Target and Walmart receipts become one long list of every item you have ever bought, across every store and every account, with what it cost and when. Amounts are numbers, so Excel can sum them, and a Summary sheet totals spend by store and by year.
| Provider | Date | Item | Qty | Line total | Category |
|---|---|---|---|---|---|
| Amazon | 2026-09-16 | Anker 65W USB-C Charger | 1 | 39.99 | Electronics |
| Target | 2026-09-14 | Good & Gather Whole Milk 1 gal | 2 | 7.98 | Groceries |
| Walmart | 2026-09-11 | Dog Food 30 lb | 1 | 38.98 | Pet Supplies |
| Amazon | 2026-09-08 | Air Filter 16x25x1, 4 pack | 1 | 31.96 | Household |
| Target | 2026-09-02 | Kids Sneakers | 1 | 24.99 | Kids |
Five rows of a Purchases sheet, made-up data. The real one runs to every order you ever placed.
Every transaction, out of the statement. The lines inside your bank and card statements are read out of the PDFs into a workbook, one row each. Every statement is checked against its own printed beginning and ending balances, and one that does not add up says so, so a row you are looking at is a row that reconciles.
One button on the control panel, or one command. Each PDF is read once and remembered, so the second build takes seconds.


