Tag
Cleanup
- Clean up a merchant nameAsk your AI to replace a messy bank descriptor with a clean merchant name on a transaction, and learn what the new name changes.
- 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.
- My category list is empty or has old entriesYour AI shows no categories, or lists names you stopped using. Learn where the list comes from, why it never shrinks, and how to tidy your categories.