Workspace · Transactions

The last 30 days, sortable.

Newly imported rows start Uncategorized. Add merchant-keyword rules to auto-categorize on page reload — manual edits are pinned so the rules engine never re-stomps them.

Auto-categorization rules

Match substring (case-insensitive) against merchant name — longest keyword wins. New rules take effect immediately on this page.

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Transactions

Edit any row — your manual choice is locked. Rules only fill in rows you have not touched.

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