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.
Como funciona
Passo a passo
- Import or sync transactions.
- ClearMint auto-suggests categories based on vendor patterns and rules.
- Edit categories inline in planilha-style tables; changes apply instantly to reports.
- 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.