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Category Rules

Automatic transaction categorization rules

Rules automatically categorize transactions based on patterns in the transaction description. Higher priority rules (lower number) are checked first.

Active Rules

Amazon Purchases

Pattern: AMAZON

Shopping

Priority: 1

45 matches

Grocery Stores

Pattern: WHOLE FOODS|TRADER JOE

Groceries

Priority: 2

32 matches

Coffee Shops

Pattern: STARBUCKS|COFFEE

Coffee & Cafes

Priority: 3

28 matches

Streaming Services

Pattern: NETFLIX|SPOTIFY|HULU

Entertainment

Priority: 4

24 matches

Gas Stations

Pattern: SHELL|CHEVRON|EXXON

Gas & Fuel

Priority: 5

18 matches

Fast Food

Pattern: MCDONALD|CHIPOTLE|TACO

Dining & Drinks

Priority: 6

15 matches