Automatic Transaction Categorization

Automatic transaction categorization

Uncategorized transactions make spending reports meaningless. Manual tagging every row does not scale. ClearMint Essentials é um expense tracker integrado a um painel financeiro pessoal com foco em privacidade.

Qual problema resolve

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

Para quem é

Households and professionals who import hundreds of transactions monthly.

Por que é diferente

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

clearmintessentials.app/app
Automatic Transaction Categorization in ClearMint Essentials
Automatic Transaction Categorization — painel financeiro ClearMint Essentials
Como funciona

Passo a passo

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

Exemplos

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

Relacionado: importar extratos bancários, painel financeiro pessoal, preços.

Perguntas frequentes

Perguntas frequentes

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 Assistente de IA answers questions about categorized spending.

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