Smart Categorize

Overview

Automatically categorize uncategorized transactions by matching vendor/description patterns against known rules. Uses existing categorization rules first, then suggests new rules for unmatched transactions based on common vendor names.

Wilson Tools Used

• categorize — apply pattern-based categorization rules to transactions
• transaction_search — find uncategorized transactions

Workflow

1. Use transaction_search to find all transactions where category is null or empty.
2. Run categorize to apply existing categorization rules (pattern matching on description field).
3. Report how many transactions were categorized by existing rules.
4. For remaining uncategorized transactions, group by vendor/description similarity.
5. Suggest category assignments for each vendor group (e.g., "SPOTIFY" -> Entertainment, "SHELL OIL" -> Transportation).
6. Ask the user to confirm or adjust the suggested categories.
7. Apply confirmed categories and optionally save new categorization rules for future imports.