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Spend by Category

Top Merchants

Spending Breakdown

Category	Amount	% of Total	Transactions	Avg / Txn

📈

No spending data yet.
Upload a bank statement to see your category breakdown.

Monthly Trend by Category

Pick up to 5 categories. Defaults to the top 5 by spend over the last 3 months.

ID	Date	Description	Bank	Debit	Credit	Category

📭

No transactions yet.
Go to the Upload tab to import a bank statement.

Manage Categories

Category	Transactions	Rules

Category Rules

Rule Suggestions

Keyword	Category	From

Keyword	Category	Hits

🏷

No rules yet. Rules are managed by the Analyst agent.

Categorize transaction

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Category

Create rule suggestion?

Future txns matching this keyword will auto-categorize

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Delete Category

This category has associated transactions and/or rules. Choose where to move them.

Move to category