Auto-categorizes uncategorized financial transactions using vendor/description pattern matching. Applies existing rules, groups unmatched by similarity, suggests categories, and offers spreadsheet formula alternatives.
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Automatically categorize uncategorized transactions by matching vendor/description patterns against known rules. Uses existing categorization rules first, then suggests new rules for unmatched transactions based on common vendor names.
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Automatically categorize uncategorized transactions by matching vendor/description patterns against known rules. Uses existing categorization rules first, then suggests new rules for unmatched transactions based on common vendor names.
categorize — apply pattern-based categorization rules to transactionstransaction_search — find uncategorized transactionstransaction_search to find all transactions where category is null or empty.categorize to apply existing categorization rules (pattern matching on description field).You can categorize transactions manually in a spreadsheet:
Create a reference sheet called "Rules" with two columns: Pattern and Category.
Add your vendor patterns:
| Pattern | Category |
|---|---|
| AMAZON | Shopping |
| WHOLE FOODS | Groceries |
| SHELL | Transportation |
| NETFLIX | Entertainment |
| STARBUCKS | Dining |
In your transactions sheet, use a lookup formula in the Category column:
=IFERROR(INDEX(Rules!B:B,MATCH("*"&"AMAZON"&"*",Rules!A:A,0)),"Uncategorized") — but this only works for exact matches.=SUMPRODUCT or VBA macro to do partial matching.=IFERROR(VLOOKUP("*"&A2&"*",Rules!A:B,2,FALSE),"Uncategorized") does not support wildcards in VLOOKUP.=IF(REGEXMATCH(A2,"(?i)amazon"),"Shopping",
IF(REGEXMATCH(A2,"(?i)whole foods|trader joe"),"Groceries",
IF(REGEXMATCH(A2,"(?i)shell|chevron|exxon"),"Transportation",
"Uncategorized")))
| Vendor Pattern | Suggested Category |
|---|---|
| AMAZON, TARGET, WALMART | Shopping |
| WHOLE FOODS, TRADER JOE, KROGER, SAFEWAY | Groceries |
| UBER EATS, DOORDASH, GRUBHUB | Dining |
| NETFLIX, SPOTIFY, HULU, DISNEY+ | Entertainment |
| SHELL, CHEVRON, BP, EXXON | Transportation |
| AT&T, VERIZON, T-MOBILE, COMCAST | Utilities |
| CVS, WALGREENS, PHARMACY | Healthcare |
| VENMO, ZELLE, PAYPAL (person-to-person) | Transfers |
categorization_rules table so they persist across sessions and apply to future imports automatically.