Categorization Rules¶
Automatically assign categories to transactions based on merchant name patterns.
How Rules Work¶
Each rule maps a pattern to a category:
| Pattern | Category | Type |
|---|---|---|
walmart |
Groceries | contains |
netflix |
Entertainment | contains |
shell |
Gas | contains |
starbucks |
Dining Out | contains |
When a transaction is imported (via CSV) or manually created, the system checks the merchant name against all rules. First match wins.
Rule Management¶
- Create rules manually or from existing transactions ("Always categorize transactions from this merchant as...")
- Edit patterns and target categories
- Priority ordering — Rules are evaluated in order; first match wins
- Delete rules that are no longer needed
Auto-Suggestion¶
When you categorize a transaction, the system offers to create a rule:
"You categorized 'STARBUCKS #1234' as Dining Out. Create a rule for all Starbucks transactions?"