money out · click a category to exclude it as a transfer
month-over-month
money in vs out per month, with net · transfers excluded
average monthly spend
per category, money out · transfers excluded · all-time
date
description
category
amount
grouped by merchant. pick a category and save — it writes a rule and back-fills every uncategorised
transaction that matches, so future imports auto-apply. your rules always win on re-import.
pattern
category
actions
patterns match as case-insensitive substrings of the description; the longest matching pattern wins.
editing or deleting a rule doesn't change existing transactions until you press “re-apply rules to all”.