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  1. I would like to categorize my transactions using categories in the categorization model discussed in this idea.

    Let us know what you think? What's missing? Or what's plainly wrong?

    We will frequently update this model (based on your feedback).

    67 votes

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    Under Development  ·  Peter responded

    This feature lists the current categorization model. We will however continue to revise and improve this model.

    If you have any feedback or suggestions related to the categorization model, feel free to add them in the comments of this feature.

  2. I move money between two of my own accounts every month. There are several automatic transfers for different purposes, with a different amounts and descriptions.
    The categorisation doesn't recognise that they are different, and assigns them all to the same category. This makes a mess of my insights and I have to reassign them all seperatly every month.
    It would be nice if you can select extra criteria like amount or a word in the descrition that specifies which of the transfers are the same category. Now you accidentaly change all transfers in a sec if you make a mistake…

    1 vote

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  3. 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).

    14 votes

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