The few places where your input makes everything else more accurate: untagged spending, transfers the matcher couldn't place, items that never arrived, and the rules that automate it all.
Organization
Tags
Parent > Child
Two-level hierarchy. Primary tags render as filled pills; secondary tags render as outlined chips. Either level can be attached to transactions or subscriptions. Edits autosave.
2 tags · 1 parents · 1 children
Automation
Categorization rules
Auto-applied
Rules auto-apply on every transaction insert across all import paths (CSV, QIF, SimpleFIN, Plaid, PayPal, PDF, manual). Substring or regex match against rawDescription or merchant. Apply tags, category, isTransfer flag, or rename the merchant. Lower sortOrder runs first; on a category/merchant conflict, highest sortOrder wins.
No rules yet. Create one to auto-tag or auto-categorize matching transactions.