1
0 Comments

CSVFixer - Auto-categorize bank transactions for QB Desktop/Sage 50 (saves bookkeepers 5-10 hours/month)

Scenario: You download your Chase bank CSV and import it to QuickBooks.

What should take 5 minutes becomes 2-3 hours because you have to:

  1. Manally categorize 200+ transactions ("Is this Amazon purchase office supplies or inventory?")
  2. Find and delete duplicate transactions (pending vs posted)
  3. Fix formatting issues when banks change CSV layouts
  4. Generate IIF files manually

For bookkeepers handling 5-10 clients: This is 5-10 hours per month of grunt work.


The Solution (CSVFixer)

What it does:

  • Auto-categorizes transactions using 500+ merchant rules

    • "AMAZON.COM ORDER 123" → Office Supplies (70% confidence)
    • "SHELL OIL #12345" → Auto & Fuel (95% confidence)
    • "STARBUCKS STORE" → Meals & Entertainment (95% confidence)
  • Detects duplicates automatically (3 algorithms)

    • Exact match (same amount + date + description)
    • Fuzzy match (similar descriptions with different order numbers)
    • Smart rules (pending→posted, pre-auth→final charge)
  • Works with 6 banks + generic CSV parser

    • Chase, Bank of America, Wells Fargo, Citi, Capital One, Generic
  • Exports clean IIF files ready for QuickBooks/Sage 50

Time saved: 2-3 hours → 30 seconds per import


Tech Stack

  • Backend: TypeScript + Node.js
  • Categorization: In-memory rules (no database needed for MVP)
  • Duplicate Detection: Levenshtein distance + smart rules
  • Export: IIF format generation
  • Frontend: React + Bootstrap (in progress)

Why TypeScript? Type safety is critical when handling financial data. One wrong decimal point = disaster.

@indiehackers Can you help me validate above idea

Your

on November 24, 2025