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Rental Ledger Categorizer - Bank CSV to Schedule E

Try for free

Bank or credit-card CSV to IRS Schedule E categories per rental property. No bank login, rule-based with confidence and needs-review flags, duplicates free.

Pricing

Pay per event

Rating

0.0

(0)

Developer

GM Labs

Actor stats

Bookmarked

Total users

Monthly active users

9 days ago

Last modified

Categories

Real estate

Automation

Security

CSV text

csvText

Optional

Paste a bank or credit-card CSV export (header row required: a date, a description/payee, and an amount or debit/credit columns). The default is a bundled 21-row sample with one duplicate. Leave empty and set CSV URL instead if you prefer.

Type:string

Default:Date,Description,Amount 01/03/2026,ZELLE FROM J SMITH RENT 12 OAK ST,1650.00 01/04/2026,ROCKET MORTGAGE PMT 12 OAK ST,-1123.45 01/05/2026,HOME DEPOT #4521,-86.12 01/06/2026,STATE FARM INSURANCE PREMIUM,-94.00 01/08/2026,CITY WATER UTILITY 12 OAK ST,-61.33 01/09/2026,ZILLOW RENTAL MANAGER LISTING,-29.99 01/10/2026,ABC PLUMBING REPAIR 44 ELM AVE,-240.00 01/11/2026,MERRY MAIDS TURNOVER CLEAN 44 ELM,-150.00 01/12/2026,COUNTY TREASURER PROPERTY TAX 44 ELM,-1210.88 01/14/2026,SMITH & LEE CPA TAX PREP,-350.00 01/15/2026,GREYSTAR PROPERTY MGMT FEE 44 ELM,-132.00 01/16/2026,SHELL OIL 57442,-42.10 01/17/2026,LOWES #1180 SUPPLIES,-37.45 01/18/2026,PG&E ELECTRIC 44 ELM AVE,-77.21 01/20/2026,ONLINE TRANSFER TO SAVINGS,-500.00 01/21/2026,VENMO PAYMENT M LOPEZ RENT 44 ELM,1400.00 01/22/2026,LEASING AGENT COMMISSION 44 ELM,-700.00 01/23/2026,CHASE CARD INTEREST CHARGE,-18.40 01/24/2026,LAWN PRO LANDSCAPING 12 OAK ST,-55.00 01/25/2026,BLUE BOTTLE COFFEE,-6.50 01/05/2026,HOME DEPOT #4521,-86.12

CSV URL

csvUrl

Optional

Optional public URL of a CSV file (e.g. a Google Sheets 'publish to web' CSV link or a Dropbox direct link). Rows are added to any pasted CSV text.

Type:string

Properties

properties

Optional

Optional list of your rentals: {"name": "12 Oak St", "match": ["12 oak", "unit a"]}. A row is assigned to the first property whose name or match text appears in its description. With one property, every row goes to it.

Type:array

Default:

[
  {
    "name": "12 Oak St",
    "match": [
      "12 oak"
    ]
  },
  {
    "name": "44 Elm Ave",
    "match": [
      "44 elm"
    ]
  }
]

Custom payee rules

customRules

Optional

Optional rules applied before the built-in ones: {"match": "joe's handyman", "category": "repairs", "property": "12 Oak St"}. Categories: rents, advertising, auto_travel, cleaning_maintenance, commissions, insurance, legal_professional, management_fees, mortgage_interest, other_interest, repairs, supplies, taxes, utilities, other, transfer, security_deposit.

Type:array

Default property label

defaultProperty

Optional

Label for rows that match no property.

Type:string

Default:Unassigned

Expenses are positive numbers

expensesArePositive

Optional

Turn on if your single Amount column shows money out as positive (some card exports). Default: money out is negative.

Type:boolean

Default:false

Max rows (hard cap)

maxRows

Optional

Stop after this many unique rows. You are never charged beyond it.

Type:integer

Minimum:1

Maximum:100000

Default:20000

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