Rules auto-categorize new expenses — by vendor, description, or amount. Ordered by priority. Enable "auto-approve" to skip the review queue for trusted vendors.
Priority
Name
Match
Sets Category
Sets Project
Auto-Approve
Hits
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📦 CPA Handoff Bundle
Generates a zip containing: Schedule C worksheet, category summary, mileage log, and every receipt image for the year. Hand this to your CPA.
Previous Bundles
Monthly Spending — Current Year
Category Breakdown — This Month
💰 Add Expense
📸
Drop a receipt here or click to upload
Claude AI will parse vendor, date, amount & suggest category
📁 New Project
🛣️ Log Mileage Trip
⚙️ Auto-Categorization Rule
✂️ Split Transaction
Break this charge into multiple categories/projects. Splits must sum to $0.