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Categorization model
This is the proposed model we will be implementing for assigning categories to transactions.
Let us know what you think? What's missing? Or what's plainly wrong?
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Bank services
> ATM fee
> Bank costs
> Credit card fee
> Loans
> Interest
> Bank services (other)Cash
Payment services
> Credit card payment
> Paypal
> Payment services (other)Children
> Babysitting and daycare
> Children pocket money
> Children recreational activities
> Children products
> Children clothing
> Children toys
> Children (other)Communication
> Internet
> Phone
> Phone and Internet
> Phone, Internet and TV
>…17 votesThis has been implemented, but feel free to suggest improvements or additional categories.
In terms of “custom” categories, our idea is to use tagging for this.
Our goal is to maintain one master categorization model, as this will allow you to compare your spending with peers.
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Assign each of my transactions a category
I would like each of my transactions to be assigned to a specific spending or income category. I would like to use this categorization to provide me a better understanding of my spending or income.
Note (Cake): The first focus of the data team is to ensure our platform assigns the correct merchants (and places) to transactions. This is a requirement for the Rewards release. In a second step, the data team aims to ensure our platform assigns the correct category for each merchant (or place).
9 votes
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