Transactions & Categorization

How automatic categorization works, reviewing 'Needs Review', merchant rules, splits and transfers.

• How automatic categorization works

  Fullness categorizes transactions with a tiered system, from fast rules to AI.

• Review & fix categories (Needs Review)

  Clear low-confidence transactions, recategorize, split, and mark transfers.

• Create merchant rules & recurring categories

  Automate categorization with rules that match merchants and descriptions.