Expense work is mostly the same shape every time: a flat export from a bank, card or finance system, and a question about how much went where. Blockform turns the export into a sheet organised by category, with each category as its own block, a subtotal beneath it and a grand total at the end. It runs entirely in this browser tab, which matters more here than usual - a card export is a record of where somebody has been and what they bought.
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Transaction exports are unusually revealing: merchant names, dates and amounts together describe a person's movements. Blockform has no server component and no upload step, so the data is parsed and formatted by code already running on your machine. Nothing to transmit means nothing to breach later, and it is why this page exists as its own use case rather than a footnote.
Blockform groups by a column you already have; it does not classify transactions for you. Most finance systems export a category or account column already. A raw bank export usually does not - it has a description and an amount, and turning descriptions into categories is judgement, not formatting. Add the column in your source first, then paste. Rows with a blank category are gathered into their own block rather than dropped.
Refunds and credits arrive as negative amounts and are summed as-is, so a category subtotal is a net figure rather than gross spending. That is usually what you want. Where an export puts debits and credits in two separate columns instead, total both and read them side by side - Blockform will not net two columns into one, and it would be wrong to guess which direction each carries.
This is a formatting tool and nothing more. It has no concept of a reporting period, no double-entry, no reconciliation against a statement balance, and no view on how any category should be treated. What it does is take a period you have already chosen and make its shape legible in about a minute - which is often the step between a raw export and a useful conversation with whoever advises you.
No. It groups by a column that already exists in your data. Most finance systems export a category column; a raw bank export usually needs one added first.
Negative amounts are summed with the rest, so each category subtotal is a net figure.
Yes. Every numeric column can be totalled, so separate debit and credit columns each get their own subtotal.
No. Parsing, grouping and the .xlsx download all happen locally in your browser.
Paste rows, pick the column to group by, and get an Excel file with a subtotal after every group, repeated headers and a grand total. Free, in your browser.
Paste a sales export, group it by rep, territory or product, and download an .xlsx with a subtotal under each block and a grand total. Free, in your browser.
Paste a CSV or TSV export and download a formatted .xlsx with grouped blocks, subtotals and repeated headers - no formulas, no pivot table, no sign-up.