Describe your PayPal/Amazon/Stripe patterns once («anything from UPWORK = Income»), and TxnRules applies those rules to every new CSV export — ready to import into QuickBooks. No OAuth, no giving anyone access to your accounts.
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Upload the CSV you exported from PayPal, Amazon or your bank
Describe your rules in plain English — TxnRules turns them into permanent filters
Download a clean, categorized CSV ready to import into QuickBooks or Xero
No. You upload a CSV you already export yourself. Nothing connects to your bank or PayPal — that's the point.
Synder is a $49/mo suite that needs OAuth access. TxnRules does one thing — rule-based CSV categorization — for $19, no connection.
Yes. Set them once; every new CSV you upload gets the same rules applied automatically.