The Automated Expense Categorizer is an interactive tool designed to help users categorize expenses automatically based on predefined rules or keywords. Users can upload expense data (e.g., CSV files) containing details like date, amount, and description. The tool analyzes the descriptions using keyword matching or machine learning (basic logic in this example) to assign categories such as “Travel,” “Meals,” “Office Supplies,” etc. It provides a table view of categorized expenses, allows filtering by category, and generates a downloadable PDF report summarizing the categorized data.

Key Features:

1. File Upload : Upload CSV files containing expense data (date, amount, description).
2. Automated Categorization : Automatically categorize expenses based on predefined rules or keywords.
3. Filtering : Filter expenses by category for easy analysis.
4. PDF Download Button : Generates a professional PDF report of the categorized expenses for documentation or sharing.
5. Modern Design : A sleek, colorful, and responsive interface that fits seamlessly into your WordPress Elementor page without interfering with the header or footer.
6. Self-Contained Container : The tool operates within its own container, ensuring no conflicts with other page elements.

Use Cases:

• Expense Tracking : Automatically categorize expenses for personal or business use.
• Tax Preparation : Organize expenses into tax-deductible categories.
• Accounting Automation : Streamline the process of recording and categorizing expenses.
• Audit Preparation : Generate detailed reports for internal audits or regulatory compliance.

How It Works:

1. Introduction : Start by uploading a CSV file containing expense data (date, amount, description).
2. Categorization : The tool automatically assigns categories to expenses based on predefined rules or keywords.
3. Organization : View all categorized expenses in a table, filter by category, and analyze the data.
4. Export : Click the “Download PDF” button to save the categorized data as a professional report.