Rows that file themselves
you confirm what was only guessed
Your rules go first, then your own past choices, a merchant dictionary and recurring payments. AI is asked last, about merchants nothing else could name.
Money
What your money is filed under, and the rules that file it.
- Transactions
- Accounts
- To pay
- Payments
- Cards
- Debts
- Categories
- Without a category12 rows3 merchants · 0 by address
- Categories2941 rows filed by rules
- Rules10 exclusions
Without a category12
AskOne line per merchant. Pick the category, keep the rule tick on, and the next import files itself. Ask AI about 3 merchants, then Apply to 12 rows.
- BKHetzner5 rows · spending · the Bookkeeper proposes Hosting, like the last eightHostingSee rows
- BKGranola4 rows · spending · Software, from your historySoftwareSee rows
- BKUber3 rows · spending · Travel, with the rule tickedTravelSee rows
- Rule · Figma is SoftwareApplied to 41 past rows · can be undoneAt work
34 new rows filed by your rules this morning
The Bookkeeper's cards, one per merchant, each with the rule that would make the question go away. The last row is a rule already at work.
How it works
Categories and rules
in four lines
- Five steps, in a fixed order
- Your rules, then a payee you filed yourself under the same name, then the built-in dictionary, marked known merchant, then recurring payments. AI suggestions come last.
- AI per merchant, not per row
- The processor's tail is cut, so FACEBK *M6A2… and FACEBK *NKGQ… are one merchant. The model hears only the largest ones nobody named; its rows carry an AI chip, and one press takes the batch back.
- Correct once, or stop it
- Correcting a guess offers a rule for that payee, which files its other rows too. Stop auto-categorizing this payee silences the guessing and files nothing.
- Wallet transfers by address
- Place a wallet address once with the rule tick on, and the next transfer to that address arrives filed. The model is never asked about addresses.
Questions
Categories and rules
the short answers
What does the AI model see?
Only the largest merchants nothing else could name, and never a wallet address. With AI switched off for the space, your rules and the dictionary still file.
What if a rule catches the wrong rows?
Undo it on the past rows it touched. Rows a person confirmed stay as they were set, and every row the app filed itself carries a mark naming the step.
Read next
See your own cabinet
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We open it on your books and show what the machine would do by itself in your first week.