How it works
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Required xlsx shape

The analyzer expects an xlsx export from the Money Manager app with a header row on row 1 and these columns (exact names, any order):

ColumnTypeUsed for
PerioddateMonth grouping & "first instance" timestamps
AccountstextExpense account breakdown
CategorytextCategory pie + Food/Grocery/Transport rules
SubcategorytextCoffee-shop detection (Cafe Hopping, Grab, Foodpanda)
AmountnumberTotals & all aggregations
Income/ExpensetextMust be Exp. or Income
NotetextMerchant / source name (e.g. Starbucks, GrabCar, 711 SM)
DescriptiontextFree text; @Name tags split shoulder costs

Conventions the analyzer relies on

  • Income/Expense must literally be Exp. or Income — other values are skipped.
  • Amount must be numeric (no currency symbol in the cell — the app exports a bare number).
  • Period must be a real date cell, not a string. If it's a string, the row is skipped.
  • Special-case merchants are detected by regex on Note:
    • Shopee at end → Shopee order
    • Lazada at end → Lazada order
    • Amazon at end → Amazon order
    • ^711 → 7-Eleven
    • ^Grab (in Transportation) → GrabCar
  • Coffee-shop detection matches a fixed list (Starbucks, Dunkin, Pickup Coffee, …) against Note on rows whose Subcategory is Cafe Hopping, Grab, or Foodpanda.
  • Tagged expenses: every @Name token in Description (e.g. Lunch @Shane @Christian, Gift @Mom) is aggregated into the Tagged Expenses section. Each mention adds the full row amount; duplicates in the same row are deduped case-insensitively.

Exporting from the app

In Money Manager: Settings → Backup & Restore → Export to Excel (xlsx). Pick the date range you want analyzed, then upload the resulting file here. No category renaming or column reshuffling needed — leave it as the app exports.