Last updated: 16 August 2026
Why Categorize?
Categorized transactions = budget, tax deductions, spending insights. Manual categorization means typing 100+ transactions — formulas do it in 5 seconds. Our converter first turns the statement into Excel.Step 1: Convert + Add Category Column
- Open the tool → Amex PDF upload do → Excel download
- Column E me header "Category" daalo
Step 2: Category Formula
=IF(ISNUMBER(SEARCH("amazon",B2)),"Shopping",
IF(ISNUMBER(SEARCH("whole foods",B2)),"Groceries",
IF(ISNUMBER(SEARCH("uber",B2)),"Travel",
IF(ISNUMBER(SEARCH("netflix",B2)),"Subscriptions",
IF(ISNUMBER(SEARCH("shell",B2)),"Gas",
"Other"))))) — add as many IFs as you need for merchants.
Step 3: Merchant List Approach (Better)
Build a "Merchant Map" sheet: Merchant | Category — Amazon | Shopping, Uber | Travel. Formula: =IFERROR(INDEX...X(MerchantMap!B:B, MATCH(1, ISNUMBER(SEARCH(MerchantMap!A:A, B2)))*1, 0)),"Other")
Step 4: Pivot Analysis: pivot table with rows = Category, values = SUM(Debit). Build a pie chart. Mark tax-deductible categories in a separate column (TRUE/FALSE).
Convert your statement — free!
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Frequently Asked Questions
Q: Do I need to categorize manually?A: No — the formula derives the category from the merchant name. New merchants just need to be added to the map.
Q: Can I use this for tax deductions?A: Haan — "Tax Deductible" column (Yes/No) add karke SUMIF se total deductions nikaalo. CA ko ye report de sakte ho.
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A: No — the formula derives the category from the merchant name. New merchants just need to be added to the map.
A: Haan — "Tax Deductible" column (Yes/No) add karke SUMIF se total deductions nikaalo. CA ko ye report de sakte ho.