Upload your U.S. Bank CSV. Resolve yellows once and apply to duplicates. Exclude non-qualifying items. Print a packet that matches your program’s intake pages and signature sections.
Green 0Yellow 0Excluded 0Total 0Included Total $0.00
Remember rules for future uploads (this device)
Stores merchant rules in your browser. No logins, no bank access.
Include unresolved yellows in printed intake
If OFF, only greens print into the intake table.
Packet month
Used in header only.
Column mapping
If auto-detection is wrong, fix it here and re-parse.
Tip: “########” in Excel is just narrow columns. The CSV still contains full values.
Transactions
Yellow rows need your intent. You can also exclude anything that is not a qualifying expense.