Automatic Transaction Categorization

Automatic transaction categorization

Uncategorized transactions make spending reports meaningless. Manual tagging every row does not scale. ClearMint Essentials es un expense tracker integrado en un panel financiero personal con enfoque en privacidad.

Qué problema resuelve

Uncategorized transactions make spending reports meaningless. Manual tagging every row does not scale.

Para quién es

Households and professionals who import hundreds of transactions monthly.

Por qué es diferente

Categories learn from your edits and vendor merges. Renaming a vendor for display never breaks deduplication or historical reports.

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Automatic Transaction Categorization in ClearMint Essentials
Automatic Transaction Categorization — panel financiero ClearMint Essentials
Cómo funciona

Paso a paso

  1. Import or sync transactions.
  2. ClearMint auto-suggests categories based on vendor patterns and rules.
  3. Edit categories inline in hoja de cálculo-style tables; changes apply instantly to reports.
  4. Create vendor rules so future imports categorize automatically.

Ejemplos

Groceries at multiple store name variants merge under one vendor. A rule maps 'AMZN MKTP' to Shopping automatically.

Relacionado: importar extractos bancarios, panel financiero personal, precios.

Preguntas frecuentes

Preguntas frecuentes

Can I create custom categories?
Yes. Edit any cell inline and build rules in the Categories and Vendors tabs.
Does AI categorize transactions?
Auto-categorization uses vendor rules and patterns; the Asistente de IA answers questions about categorized spending.

Prueba ClearMint Essentials gratis durante 30 días

Importa archivos OFX o CSV y haz seguimiento de ingresos, facturas, gastos, tarjetas, suscripciones, presupuestos, flujo de caja y patrimonio neto — sin fórmulas que mantener.

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