Categorize Bank Statements for Tax
1. Upload
Export CSV from your bank. Upload to Censitio Web or Desktop.
2. Categorize
Web app: manual categorization. Desktop: automatic HMRC rules.
3. Export
Download Excel report ready for your Self Assessment.
Why manually categorize bank statements?
HMRC requires specific categories for tax returns. Doing it manually means:
- Hours of tedious spreadsheet work
- Risk of misclassifying expenses
- Missing HMRC-eligible deductions
- Errors that could trigger HMRC queries
How Censitio categorizes your transactions
Censitio uses HMRC's official guidelines to automatically categorize your bank transactions into the correct expense categories for Self Assessment tax returns.
Full list of HMRC expense categories supported:
✓ Entertainment and Hospitality
✓ Cost of Goods Sold
✓ Wages and Staff Costs
✓ Car and Travel Expenses
✓ Rent, Rates, Power and Insurance Costs
✓ Repairs and Maintenance
✓ Phone and Internet
✓ Office Costs
✓ Advertising and Marketing
✓ Professional Fees
✓ Interest and Bank Charges
✓ Finance Costs
✓ Bad Debts
✓ Other Business Expenses
What you get:
- Automatic categorization based on transaction descriptions
- Manual review and override if needed
- Excel export with HMRC-ready summary
- Works offline with desktop version
- Your data stays private – no cloud storage (desktop app)
No signup needed for web app • Windows desktop available