Purchase Categorizer

🚫 Import Skip Patterns

Payees matching these patterns are dropped when importing Simplifi CSVs. Use *wildcards* or regex. Test a payee name before saving.

🗂 Simplifi Category Mappings

When Simplifi's category matches, automatically assign your category on import. Applied before rules, so rules can still override if needed.

📥 Pending Queue

                Select a filter to load rows.
              

⬇ Export All Data

Downloads every database table as a CSV file, bundled into a single zip.

            ⚠ Danger zone
          

⚠ Factory Reset Data

Clears all imported data while preserving your rules, categories, and tags. Tables cleared: RawImports · ClassifiedItems · Transactions · CategorySummary · PendingClassifications · AuditLog

              ⚠ This cannot be undone. Re-import your files after resetting.
            

	#	Pattern	Type	Category	Subcategory	Amount	Cadence	Status	Hits	By

            🤖 AI Classification — export unclassified, import AI-filled CSV
          

⬇ Export unclassified items for external AI

Generates a CSV of unclassified items and a prompt you can paste into any AI chat. The AI will return a filled-in CSV you can import below.

Items to export:

⬆ Import AI-classified CSV

Upload the CSV returned by the AI. Preview the classifications, then commit them.

                Whose purchases are these?
              

Title	Category	Subcategory	Status

	Date ↕	Title ↕	Category ↕	Amount ↕	Source ↕	Tags ↕	Matched rule ↕	Transaction

	Date ↕	Payee ↕	Category ↕	Amount ↕	Details	Account ↕

            Drag to reorder · Click swatch to change color · Changes save to your database
          

            Define the tags available across items and transactions
          

            Declared Fixed / Recurring charges. Rules can link to a subscription
            so imports match expected amounts and schedules.
          

Name	Category	Expected	Frequency	Next due	Status

Time	Action	Actor	Summary	Count	Source	Status

Drop files here or click to browse