Tag
Routine
- Apply your rules to transactions you already haveYour rules sort new transactions as they arrive. To sort the ones already in your ledger, ask your AI to apply your rules, check the preview, then confirm.
- A monthly money review with your AIOnce a month, ask your AI how last month went: money in and out, your top spending categories, what changed, your subscriptions and your budgets.
- A monthly routine for statement-only accountsOnce a month, hand your AI the statement for an account Pennyweight can't link. It adds what's new, skips what's already there, and you check the balance.