Rule
Edit rule
Higher priority wins when multiple rules match. Bank-specific rules can refine global ones.
Banking
Keyword and field rules map raw bank data to transaction type, report category, and review status—without altering imported CSV fields.
Rule
Higher priority wins when multiple rules match. Bank-specific rules can refine global ones.
Bulk
Library
| Priority | Name | Match | Type → Category | Bank | Active | |
|---|---|---|---|---|---|---|
| 151 | TRANSFER → Credit Card Payment | description contains TRANSFER |
Personal → Credit Card Payment | Global | Yes | Edit |
| 150 | TWILIO → Software | description contains TWILIO |
Business → Software | Global | Yes | Edit |
| 149 | VOYAGEINTERVIEW → Advertising | description contains VOYAGEINTERVIEW |
Business → Advertising | Global | Yes | Edit |
| 148 | WAL-MART → Groceries | description contains WAL-MART |
Personal → Groceries | Global | Yes | Edit |
| 147 | WALMART → Groceries | description contains WALMART |
Personal → Groceries | Global | Yes | Edit |
| 146 | WAWAK → Supplies | description contains WAWAK |
Business → Supplies | Global | Yes | Edit |
| 145 | WENDYS → Dining | description contains WENDYS |
Personal → Dining | Global | Yes | Edit |
| 144 | MEDIA → Software | description contains MEDIA |
Business → Software | Global | Yes | Edit |
| 143 | WITHDRAWAL → Income | description contains WITHDRAWAL |
Personal → Income | Global | Yes | Edit |
| 142 | WITHDRAWAL → Income | description contains WITHDRAWAL |
Personal → Income | Global | Yes | Edit |
| 141 | SUPERCENTER → Groceries | description contains SUPERCENTER |
Personal → Groceries | Global | Yes | Edit |
| 140 | TOP → Advertising | description contains TOP |
Business → Advertising | Global | Yes | Edit |
| 139 | SUNO → Software | description contains SUNO |
Business → Software | Global | Yes | Edit |
| 138 | CreditCardPayment | bank_category contains Payment/Credit |
Transfer → Credit Card Payment | Global | Yes | Edit |
| 137 | ADJUSTMENT → Bank Fees | description contains ADJUSTMENT |
Personal → Bank Fees | Global | Yes | Edit |
| 136 | BURGER → Dining | description contains BURGER |
Personal → Dining | Global | Yes | Edit |
| 135 | COSTCO → Groceries | description contains COSTCO |
Personal → Groceries | Global | Yes | Edit |
| 134 | Orl Payment → Medical | description contains Orl Payment |
Personal → Medical | Global | Yes | Edit |
| 133 | SIRIUSXM → Entertainment | description contains SIRIUSXM |
Personal → Entertainment | Global | Yes | Edit |
| 132 | Tires Plus → Automotive | description contains Tires Plus |
Business → Automotive | Global | Yes | Edit |
| 131 | STORE 1854 → Home Repair or Service | description contains STORE 1854 |
Personal → Home Repair or Service | Global | Yes | Edit |
| 130 | REWARD → Income | description contains REWARD |
Personal → Income | Global | Yes | Edit |
| 129 | MCDONALD → Dining | description contains MCDONALD |
Personal → Dining | Global | Yes | Edit |
| 128 | HOBBY → Supplies | description contains HOBBY |
Business → Supplies | Global | Yes | Edit |
| 127 | CLAUDE → Web | description contains CLAUDE |
Business → Web | Global | Yes | Edit |
| 126 | FRONTIER → Internet | description contains FRONTIER |
Personal → Internet | Global | Yes | Edit |
| 125 | SQ *ELLA'S ALTERATIONS → Income | description contains SQ *ELLA'S ALTERATIONS |
Business → Income | Global | Yes | Edit |
| 124 | OPENAI → Web | description contains OPENAI |
Business → Web | Global | Yes | Edit |
| 123 | MCDONALDS → Dining | description contains MCDONALDS |
Personal → Dining | Global | Yes | Edit |
| 122 | ROSS → Other | description contains ROSS |
Personal → Other | Global | Yes | Edit |
| 121 | SAVE A LOT → Groceries | description contains SAVE A LOT |
Personal → Groceries | Global | Yes | Edit |
| 120 | USAA CREDIT CARD PAYMENT → Credit Card Payment | description contains USAA CREDIT CARD PAYMENT |
Personal → Credit Card Payment | Global | Yes | Edit |
| 119 | AHMG → Doctors | description contains AHMG |
Personal → Doctors | Global | Yes | Edit |
| 118 | LOWES → Credit Card Payment | description contains LOWES |
Personal → Credit Card Payment | Global | Yes | Edit |
| 117 | CAPITAL → Credit Card Payment | description contains CAPITAL |
Personal → Credit Card Payment | Global | Yes | Edit |
| 116 | NORTH → Entertainment | description contains NORTH |
Personal → Entertainment | Global | Yes | Edit |
| 115 | MASHABLE → Software | description contains MASHABLE |
Business → Software | Global | Yes | Edit |
| 114 | HOBBY → Supplies | description contains HOBBY |
Business → Supplies | Global | Yes | Edit |
| 113 | CURSOR → Software | description contains CURSOR |
Business → Software | Global | Yes | Edit |
| 112 | METRO → Phone | description contains METRO |
Personal → Phone | Global | Yes | Edit |
| 111 | TUNNEL → Charity | description contains TUNNEL |
Personal → Charity | Global | Yes | Edit |
| 110 | EBAY → Other | description contains EBAY |
Business → Other | Global | Yes | Edit |
| 109 | MURPHY → Gas | description contains MURPHY |
Personal → Gas | Global | Yes | Edit |
| 108 | EAST → Utilities | description contains EAST |
Personal → Utilities | Global | Yes | Edit |
| 107 | DOMINO → Dining | description contains DOMINO |
Personal → Dining | Global | Yes | Edit |
| 106 | BELL → Pharmacy | description contains BELL |
Personal → Pharmacy | Global | Yes | Edit |
| 105 | ROYAL → Entertainment | description contains ROYAL |
Personal → Entertainment | Global | Yes | Edit |
| 104 | INTEREST → Interest | description contains INTEREST |
Personal → Interest | Global | Yes | Edit |
| 103 | IONOS → Web | description contains IONOS |
Business → Web | Global | Yes | Edit |
| 102 | VALON → Loan | description contains VALON |
Personal → Loan | Global | Yes | Edit |
| 101 | HULUPLUS → Entertainment | description contains HULUPLUS |
Personal → Entertainment | Global | Yes | Edit |
| 25 | PUBLIX → Groceries | description contains PUBLIX |
Personal → Groceries | Global | Yes | Edit |
Activity Log
| When | Action | Entity | By |
|---|---|---|---|
| 2026-05-08 19:01:40 | import | bank_import_batch #38 | anonymous |
| 2026-05-08 19:00:49 | import | bank_import_batch #37 | anonymous |
| 2026-05-08 19:00:36 | import | bank_import_batch #36 | anonymous |
| 2026-05-08 19:00:13 | import | bank_import_batch #35 | anonymous |
| 2026-05-08 18:59:37 | import | bank_import_batch #34 | anonymous |
| 2026-05-08 18:59:21 | import | bank_import_batch #33 | anonymous |
| 2026-05-08 18:59:08 | import | bank_import_batch #32 | anonymous |
| 2026-05-08 18:58:47 | import | bank_import_batch #31 | anonymous |
| 2026-05-08 18:57:52 | import | bank_import_batch #30 | anonymous |
| 2026-05-08 18:57:43 | import | bank_import_batch #29 | anonymous |
| 2026-05-08 18:57:30 | import | bank_import_batch #28 | anonymous |
| 2026-05-08 18:57:06 | import | bank_import_batch #27 | anonymous |
| 2026-05-08 18:56:18 | import | bank_import_batch #26 | anonymous |
| 2026-05-08 18:56:02 | import | bank_import_batch #25 | anonymous |
| 2026-05-08 18:55:28 | import | bank_import_batch #24 | anonymous |
| 2026-05-08 18:55:12 | import | bank_import_batch #23 | anonymous |
| 2026-05-08 18:52:05 | import | bank_import_batch #22 | anonymous |
| 2026-05-08 18:51:50 | import | bank_import_batch #21 | anonymous |
| 2026-05-08 18:51:17 | import | bank_import_batch #20 | anonymous |
| 2026-05-03 15:27:11 | report_category_apply | bank_transaction #46 | anonymous |
| 2026-05-03 15:27:11 | create | bank_classification_rule #52 | anonymous |
| 2026-05-03 15:26:35 | report_category_apply | bank_transaction #4405 | anonymous |
| 2026-05-03 15:26:35 | create | bank_classification_rule #51 | anonymous |
| 2026-05-03 15:26:11 | report_category_apply | bank_transaction #4415 | anonymous |
| 2026-05-03 15:26:11 | create | bank_classification_rule #50 | anonymous |
| When | Severity | Source | Message |
|---|---|---|---|
| 2026-05-09 20:46:33 | page_ok | bank_classification_rules.php | Request completed successfully |
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