Credit card expense report from your activity download
Most banks let you download card activity as a CSV. Superlytix turns it into an expense report: spending against last year, which categories and merchants take the most, and how many purchases you make. Payments to the card are kept out, and returns are netted off.
Free to try · Pay only when you download your report · No card needed
Spending by month, vs last year
Spending by Category
Top 10 · Spending by Description
| # | Spending | |
|---|---|---|
| 1 | AMAZON MKTPL*2K4H71 | $41.0K |
| 2 | UPWORK -812KP | $14.6K |
| 3 | DELTA AIR LINES | $12.2K |
| 4 | SHELL OIL 5744 | $7,750 |
| 5 | MARRIOTT HOTELS | $6,490 |
| 6 | UBER *TRIP | $6,472 |
| 7 | WHOLEFDS MKT 10255 | $4,189 |
| 8 | STAPLES 0042 | $3,718 |
| 9 | COMCAST BUSINESS | $3,410 |
| 10 | STARBUCKS STORE 1123 | $2,818 |
Purchases by Category
What the report shows
- Spending, number of purchases and average purchase
- Spending by month against the same month last year
- Spending by category
- Top merchants by spending
How to export it from your tool
- In your bank's website, open the card account and its activity or transactions.
- Choose Download, pick the date range and CSV.
- Choose a long enough period (13 months or more) to compare with last year.
- Purchases as negative amounts are read correctly: spending is shown as a positive number.
Columns in a typical export
You don't need to rename or remove anything. Superlytix works out what each column is, and you can correct it.
Transaction DatePost DateDescriptionCategoryTypeAmountMemoEvery number explained
Each number in your report comes with its definition and a worked example from your own data.
| Spending | 0 − Amount where Type is “Sale” − Amount where Type is “Return” |
| Purchases | Number of Activity rows where Type is “Sale” |
| Average purchase | Spending ÷ Purchases |
Questions
Are card payments counted as spending?
No. Only purchases (minus returns) count. Payments to the card are kept out, and you can see that rule in the definition of Spending.
My bank doesn't add categories. Can I still use it?
Yes. Spending by month and by merchant work from the date, description and amount alone.
Is my statement data safe?
Rows never go to our Specialized Super Intelligence: it only sees column names and summaries.
Try it with your own export
About 10 minutes from file to report. Free until you download.