Setting up a chart of categories and the rules that fill them is inherently a list operation, and doing it through a three-page wizard twenty times is the reason people give up on categorization. The trade is that it rides your browser session against an unofficial surface, so a change on Fintable's side can break it without warning.
A community-built connection to fintable.io, driving the same account you use in the browser. Categories, rules, transactions and connected bank accounts are all reachable, including the bulk operations the web wizard does not offer.
- Connected bank accounts with their balances, and a sync triggered through Plaid
- Transactions listed and searched, with filtering
- Categories created one at a time or up to fifty at once
- Categorization rules created singly or in bulk, listed with pagination, and deleted
- All rules run against uncategorized transactions in one call
- Updates pushed back out to Airtable and Google Sheets
A fintable.io account with bank accounts connected, and your browser session — this is an unofficial project that talks to Fintable's own web backend rather than a public API. Python 3.10 or newer.
One command plus a key — uvx fintable-mcp, then supply credentials