Platform / Automatic classification
Sorted before anyone looks at it.
Every transaction is assigned a category and marked business or personal on arrival, so the review that is left is only the transactions the rules were not confident about.
What it does
Built around how the work actually happens
Rules, not guesses
Classification runs on rules built from how transactions have been corrected before, not a black box.
Business or personal
A mixed-use ledger stays split cleanly, transaction by transaction.
A short review queue
Only the transactions that did not clear a confidence threshold need a look.
Bulk edit when needed
Recategorize, reassign or split a whole batch at once instead of one at a time.
How it works
3 steps
A transaction arrives
From a bank feed, a CSV import or entered by hand.
Rules apply
Category, business or personal, and project are assigned automatically where the rules are confident.
Review what is left
Anything under the confidence threshold sits in the review queue until confirmed.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.