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Evergreen money workflows first, with regional bank and import guides where they are useful.
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csv-importcategorizationbank-statements
Why Your CSV Import Has Wrong Categories and How to Fix It
CSV imports get wrong categories when descriptions are messy, transfers are not marked, merchants are ambiguous, or rules are too broad. Here is the cleanup workflow.
June 20, 20263 min readRead more
categorizationexpense-trackerautomation
How to Categorize Transactions the Right Way
Categorize transactions accurately by using simple category groups, separating transfers, reviewing rules, and reconciling reports before you trust the numbers.
June 20, 20264 min readRead more
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How Smart Auto-Categorization Works and How to Train It
Smart auto-categorization learns from repeat merchant patterns, rules, and review corrections. Train it with clean categories, specific rules, and monthly audits.
June 20, 20263 min readRead more