Voice Money Manager reads your bank and credit-card statements with AI, then hands you a clean review screen where nothing is saved until you approve it. Here's how to fly through that review and get every transaction categorized in minutes.
1. Upload and map
Pick your bank or app under Select Source, drop in a CSV, OFX/QFX or PDF, and press Continue. On the next step you tell us which Voice Money Manager account each statement account belongs to — we remember those mappings for next time, so repeat imports map themselves.
2. The review screen at a glance
The header keeps a live tally — new · duplicates · categorized · selected — that updates as you work. Only the rows you check get imported.
- Type — every row is auto-set to Expense (money out) or Income (money in). You can override it, or mark a row as a Transfer.
- Filter — narrow to Expenses / Payments or Deposits / Refunds so you can tackle one kind at a time.
- Search — type to filter instantly by description, vendor, amount, tag or category.
3. Categorize fast
Click any row's category box to search your categories. Sub-categories show their parent — like Housing › Utilities — so two similarly-named ones are never confused. Type a brand-new name and you can create it on the spot, either as a top-level category or nested under an existing parent.
Need to fix a description or group a few rows? Click a Description to edit it, and hit + Tag to add tags before anything is saved.
Pro workflow: Search a merchant → Select shown → Bulk Assign a category to all of them at once. Repeat. A hundred-line statement takes a couple of minutes.
4. Duplicates & red flags
Rows that look like transactions you already have are highlighted with a red tint and start unchecked, so you never import the same thing twice. Any row still showing a red category box simply needs a category before you import.
5. Import
The sticky footer shows Import X Transactions at all times. Click it and only your checked rows are saved. Changed your mind? Every import can be undone from the Done screen or from Recent imports.
Talk to your money.
Voice AI Money Manager logs spending, scans receipts and keeps you tax-ready — all by voice.
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