Categorize bank statements by payee for taxes
A user had Hermes turn downloaded monthly statements into spreadsheets summarized by payee and categorize transactions for doing taxes. ·
Done withHermes Agent
- What they did
- Running Hermes locally on a Mac with qwen 3.6 35B in Unsloth Studio, the user had it help with taxes by downloading monthly bank statements and turning them into spreadsheets. They then told Hermes to summarize transactions by payee and categorize them, with the user describing it as handling the whole process under a private local setup.
- How it went
- The reported result was that it produced the payee summaries and categorization needed for tax work. The post gives no accuracy numbers, review steps, or specific problems it hit.
- Worth knowing
- The main catch the source mentions is setup: it was done locally for privacy, using Hermes with qwen 3.6 35B in Unsloth Studio.
Try it yourself with Hermes Agent
Read the bank statement files in [folder path] and combine them into one spreadsheet with date, payee, amount, and a tax category for each transaction. Then add a summary tab totaling spending by payee and by category for [tax year]. Flag any transactions you are unsure how to categorize in a separate list for me to review, and do not modify or delete the original files.
Want help getting this working? Join the Vibe Coding Academy ↗ Run by Alex Finn, who also runs this site.
Source: Reddit · Aug 19, 2026
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