Set Rules Once.
Categorize Forever.
Automate repetitive categorization with rules. Set them once and they apply automatically to every new transaction that matches.
Define Rules, Auto-Apply
Define Conditions
Set conditions based on vendor name, amount, keywords, and more
Assign Category
Specify which account category to apply when the condition matches
Auto-Execute
Rules run automatically on every new transaction that comes in
Rules You Can Create
Description contains "STARBUCKS"
→ Meals & Entertainment
Description contains "ADOBE" AND Amount > $50
→ Software & SaaS
Description contains "SHELL" OR "CHEVRON"
→ Auto & Transport
Vendor = "Amazon" AND Amount < $100
→ Office Supplies
Set once, applied permanently
Independent rules per client
Drag & drop priority reordering
Preview rule results before applying
Automate Your Categorization
Stop spending time on repetitive classification. Set rules once and let Wesley handle the rest.
Free Plan includes up to 1 client total. No credit card required.