Use Claude to categorize bank statements in Notion

Raygar He runs two small businesses as a sole trader and wanted to see income, expenses and profit per project. Separate accounting products had failed to become a habit; Notion was already where he kept projects, clients and notes.

He described a database with date, amount, category, business and tax-deductibility fields. Claude Code wrote three scripts: one created the Notion database structure, another sorted bank-statement transactions into categories, and a third updated the records when new statements arrived. Software subscriptions, transport and client payments were examples of the classification work.

The setup took an afternoon, according to He, with most of his effort spent deciding categories. He retained a deliberately simple input routine. Invoices were labeled in Gmail, statements were downloaded quarterly as PDFs, and sensitive project files stayed on his machine. He considered a bank connection but decided four annual downloads did not justify its complexity or account access.

The resulting Notion views show income by client, expenses by category, project profit and earnings by financial year. When the accountant needs figures, He exports a view and sends it over. This is a working recordkeeping arrangement with manual collection and category decisions; the article does not report an independently reviewed classification accuracy rate.

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Source: www.raygarhe.com · Raygar He