Tax Data Analyzer — Instant Category Totals from Spreadsheets

You have a spreadsheet of income and expenses open right now, tax filing is coming, and you need a tax data analyzer that delivers category totals and deduction summaries without building pivot tables. This tool reads your tax data file, calculates totals by category, flags missing information, and gives you filing-ready numbers in seconds.

Upload your tax spreadsheet here and get category totals, quarterly breakdowns, and missing-receipt flags without writing a single formula or building a pivot table.

Drop your file in and ask a question — no account needed.

Upload your spreadsheet.xlsx .xls .csv — free to try, no account

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How do I get total deductions by category from my expense spreadsheet?What is the fastest way to separate business and personal expenses for taxes?How do I calculate quarterly income and expense totals?What does a tax data analyzer do?How do I find which expenses are missing receipts before filing?

What this export contains

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Description

What it costs

DataMimi is free to try without an account, and the free plan includes credits every month. Paid plans add more credits, more files per analysis and more seats; every feature, from dashboards to slide decks, is on every plan. See the pricing page for current prices.

Common questions

How do I get total deductions by category from my expense spreadsheet?

Upload your spreadsheet and the tool groups expenses by the category column, handles variant spellings like 'Office Supplies' and 'office supplies' as one category, and gives you a summary table with totals. It applies deduction limits where they exist — meals at 50%, vehicle by mileage — so the totals are filing-ready.

What is the fastest way to separate business and personal expenses for taxes?

The tool reads any column you use to mark personal expenses — 'Personal', 'Non-deductible', or a blank tax category — and excludes those rows from deduction totals. You get one report of business expenses and one list of what was excluded, so you can verify nothing was miscategorized.

How do I calculate quarterly income and expense totals?

The tool splits your data by calendar quarter using the date column and gives you income and expense totals for Q1 through Q4. If you need fiscal quarters or a custom date range, you set the start month and it recalculates.

What does a tax data analyzer do?

A tax data analyzer reads your expense and income spreadsheet, groups transactions by category, calculates totals with deduction limits applied, separates business from personal spending, and produces filing-ready summaries. You upload the file and get the reports without writing formulas or building pivot tables.

How do I find which expenses are missing receipts before filing?

The tool flags any expense over $75 that does not have a receipt reference in your spreadsheet, and it lists them in a separate report. You can fix or document those entries before filing instead of discovering the gap during an audit.

Try it with your own file

DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.

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What DataMimi costs

Every plan does everything — slides, written reports, cleaned exports, dashboards. They differ in how much work they cover.

Free

40 credits a month

Starter

$24 /month

1,500 credits a month

Pro

$59 /month

5,000 credits a month

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