Settings

Manage your preferences, categories, and auto-categorization rules.

Custom Categories

Create and manage custom categories for income and expenses beyond the preset options.

Freelance
income
Hobbies
expense
Health
expense
Education
expense
Travel
expense
Pets
expense
+2 more

Auto-Categorization Rules

Create rules to automatically categorize imported transactions based on description or source patterns.

1
Expense
"description" contains "NETFLIX"
→ set description to "Netflix subscription"; set category to subscriptions; set budget to wants
2
Expense
"description" contains ("SHELL" OR "FUEL")
→ set category to transport; set budget to needs
3
Income
"description" starts with ("SALARY" OR "PAYROLL" OR "WAGE")
→ set description to "Monthly salary"; set category to salary
4
Expense
"description" ends with ("SUBSCRIPTION" OR "MONTHLY PLAN")
→ set category to subscriptions; set budget to wants
5
Expense
("description" OR "Details") matches regex "(STARBUCKS|COFFEE|CAF[EÉ]|ESPRESSO)"
→ set category to food; set budget to wants
6
Expense
"description" matches ("ATM WITHDRAWAL" OR "CASH WITHDRAWAL")
→ mark as ignored
7
Expense
("description" contains "UBER" AND "description" contains ("TRIP" OR "RIDE"))
→ set category to transport; set budget to needs
8
Expense
("description" contains "AMAZON" OR "description" contains ("AMZN" OR "MKTPLACE"))
→ set category to household_items; set budget to wants
9
Expense
("description" contains ("MARKET" OR "GROCER") AND NOT ("description" contains ("REFUND" OR "RETURN")))
→ set category to food; set budget to needs
10
Expense
("description" contains "GIFT" XOR "description" contains ("DONATION" OR "CHARITY"))
→ set category to Gifts & Donations; set budget to wants
11
Expense
(bank template is "Swedbank" AND "description" contains ("SERVICE FEE" OR "MONTHLY FEE"))
→ set description to "Monthly bank fee"; set category to utilities; set budget to needs; set amount to $5.00

Demo mode. You're exploring with sample data — nothing you do here is saved.