Configuration Center

Upload data and manage your transaction rules - switch between sections anytime

Step 1: Upload Transaction Data

Drag and drop CSV files from Wise and Revolut for each account

Step 1 of 4
How it works: Upload CSV files for each of your accounts. Files are automatically detected and processed.
Supported: Wise Cap, Wise Dock, Revolut Cap, Revolut Dock
⚠️ Important: Ensure filenames contain "cap" or "dock" (e.g., wise_cap_2024.csv, revolut_dock_jan.csv) for correct account detection
Wise Cap

Drag & drop or click

Wise Dock

Drag & drop or click

Revolut Cap

Drag & drop or click

Revolut Dock

Drag & drop or click

Step 2: Category Rules

Define how transactions are categorized based on descriptions

Step 2 of 4
How it works: Add keywords that match transaction descriptions. When a transaction contains your keyword, it gets assigned to that category.
Example: match: "starbucks" → category: "Cafe"
Add New Rule
Type Match/Keyword Category Color Actions

Card Label Mappings

Group categories into card labels for better organization

Step 3 of 4
How it works: Card labels group multiple categories together. This helps you see spending patterns across related categories.
Example: Label "Daily Needs" can include categories: Groceries, Supermarket, Pharmacy
Add New Card Label
Label Name Categories Color Actions

Review Uncategorized Items

Let AI automatically categorize uncategorized transactions

Step 4 of 4
Smart Detection
High Accuracy
Quick Process
All transactions are categorized!

Upload new data or modify rules to see uncategorized items here.