Settings
Manage your account, billing, notifications, and connections.
Auto-categorise transactions every time you import or sync. 3 active rules.
AI suggests 2 new rules
D
Merchant contains “blue bottle” → Dining
Suggested from recent transactions
T
Merchant contains “lyft” → Transport
Suggested from recent transactions
Active rules
G
Merchant contains “trader joe” → Groceries
Applied to 14
U
Merchant contains “pacific power” → Utilities
Applied to 6#fixed-cost
I
Merchant contains “vanguard” → Investing
Applied to 3Excluded from budget
3 rules · applied to 23 transactions · saving ~23 min/month