Tag
Bulk
- Recategorize many transactions at onceAsk your AI to move every matching transaction to a new category in one pass. Preview what changes, confirm, and the result counts as your decision.
- Tag transactions and add notesAsk your AI to tag transactions so you can find and total them later, or add a note to one transaction so you remember what it was.
- Clean up a year of transactionsA freelancer's year of uncategorized transactions, sorted. Find what's left, make rules for repeat vendors, fix the rest in one pass, then check the year.
- Rules or a one-time cleanup?Uncategorized charges piling up? Choose between a rule that also sorts future transactions and a one-time cleanup that fixes only what's there now.
- Why your AI shows a preview before savingBulk edits, rule runs, imports, backup restores and feedback reports are previewed first. Here's how the preview and the 15-minute confirmation work.