Pick up to 5 categories. Defaults to the top 5 by spend over the last 3 months. Chips are sorted by total spend.
Spending Breakdown
Category
Amount
% of Total
Transactions
Avg / Txn
📈
No spending data yet. Upload a bank statement to see your category breakdown.
ID
Date
Description
Bank
Debit
Credit
Category
Note
📭
No transactions yet. Go to the Upload tab to import a bank statement.
🎉
No duplicates to review.
Manage Categories
Category
Transactions
Rules
Category Rules
Rule Suggestions
Keyword
Category
From
Keyword
Category
Hits
🏷
No rules yet. Rules are managed by the Analyst agent.
Transaction Categorization Hints
One-off hints for a specific transaction (e.g. "this Amazon order was groceries"). The Analyst agent reads pending hints during /ft-analyze, applies them, then marks them used.
Date
Amount
Source
Merchant
Hint
Status
💡
No hints yet. Add one to nudge how a specific transaction gets categorized.
Categorize transaction
--
Future txns matching this keyword will auto-categorize
Transaction note
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Add categorization hint
A one-off hint for a specific transaction. The Analyst applies it on the next /ft-analyze.
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Delete Category
This category has associated transactions and/or rules. Choose where to move them.