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Stop categorizing the same merchant twice

Teach Kiskadees once: UBER → Transport, IFOOD → Food. Optional tags and household member attribution keep the ledger clean for you and your home.

Recurring merchants waste your nights

Every Uber, Netflix, and grocery run lands uncategorized — or wrong — until you fix it by hand.

Create rules that match descriptions and apply category, tags, and — on Premium household — which member the expense belongs to.

Clean categories without retyping — reports, budgets, and household digests stay accurate.

Rules match bank and card descriptions (case-insensitive). Longer patterns win when several could match.

Bulk apply fills uncategorized transactions and credit-card lines without opening each one.

Household Premium: attribute matching bank transactions to a member so shared digests stay fair.

Real example

Rule: UBER → Transport + tag Work + attribute to Ana. Every ride lands correctly for her share of the month.

1
Pick a pattern
Use a merchant fragment you see often — UBER, IFOOD, NETFLIX.
2
Choose category and extras
Add tags; if you share a Premium household, pick the member.
3
Bulk apply
Categorize past uncategorized lines in one click.

Do rules work on credit card expenses?

Yes. Bulk apply covers bank transactions and invoice items. Member attribution applies to bank transactions.

Is this the same as transaction automation rules?

No. Categorization rules focus on category (+ tags/member). Broader if/then automation is a separate API.

Can I edit a rule later?

Yes. Change pattern, category, tags, or member anytime from the rules screen.

Do I need Premium?

Rules and tags work on Free. Member attribution needs an active Premium household.

Organization

Transactions

Household

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