Settings

Manage your preferences, categories, merchants, 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

Merchants

Define merchants and their default categories to streamline transaction categorization.

Whole Foods Market
Has default category
Shell
Has default category
Netflix
Has default category
Highland Apartments
Has default category
Amazon
Has default category
City Power & Water
Has default category
+16 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 merchant to Netflix; set budget to wants
2
Expense
"description" contains ("SHELL" OR "FUEL")
→ set category to transport; set merchant to Shell; 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 merchant to Starbucks; 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 merchant to Uber; set budget to needs
8
Expense
("description" contains "AMAZON" OR "description" contains ("AMZN" OR "MKTPLACE"))
→ set category to household_items; set merchant to Amazon; set budget to wants
9
Expense
("description" contains ("MARKET" OR "GROCER") AND NOT ("description" contains ("REFUND" OR "RETURN")))
→ set category to food; set merchant to Whole Foods Market; 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.