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Jerry Lite

Drop in the flagged transactions and Jerry will walk you through them, one card at a time.

📥 flags.csv

The flagged-transactions file. Required.

📚 Chart of accounts optional

CSV with one category per row. Jerry has a built-in list if you skip this.

Everything stays in this browser. Nothing is uploaded anywhere.

Jerry has questions for you

y confirm p personal s skip 1–3 pick category ← back

Cross-check retailer order history against the books.

🏦 Full QBO transaction export

The match-against dataset. Load this first.

🛒 Retailer order CSVs

Amazon, B&H, Best Buy, Apple… any format. You'll map the columns once per retailer.

decisions.csv drives the QBO batch reclassify. missing_expenses.csv goes to Viet. vendor_rules.json seeds future Jerry.