PORTFOLIO EDITION Project interface · Sample data Case study
Statement Desk/Transactions
01
SAMPLE STATEMENT · SEPTEMBER 2026

A clear view of every transaction.

Review a synthetic statement, adjust its categories and export the current record. No financial documents are uploaded.

Synthetic data
Transactions6Sample data
Total outflow$1,020.00Sample data
Categorised4Sample data
Needs review2Sample data

6 transactions

TransactionAmountMatching ruleReview category
Workspace softwareTX-101 · 2026-09-02$84.00Subscription description
Hosting planTX-102 · 2026-09-03$32.00Hosting description
Studio servicesTX-103 · 2026-09-04$460.00No matching rule
Campaign placementTX-104 · 2026-09-05$210.00Campaign description
Supplier transferTX-105 · 2026-09-06$185.00Ambiguous description
Automation subscriptionTX-106 · 2026-09-07$49.00Subscription description

Categories organise the records for a reviewer. They do not determine tax treatment or deductibility.