Claude: Bank Categorization & Upload

In this video, we demonstrate how to automate bank transaction categorization and uploads using Claude for Excel with Amalgam. Starting with raw transaction data, we walk through how Claude can help structure, categorize, and prepare transactions for a quick upload into QuickBooks. In this walkthrough, you’ll learn how to: • Download bank transactions through Amalgam • Map dates, amounts, descriptions, and account categories • Use formulas and references from connected data tabs • Handle confidence scoring and uncertain categorizations • Sync categorized transactions back into QuickBooks in batches We also cover validation checks, upload handling, and how the workflow responds when classification issues are detected. This process helps reduce manual categorization work while improving consistency and control over bank transaction uploads.