Figena
Auto-categorize by merchant, amount range, or payment method and control rule priority.
Create rules with triggers such as merchant keyword, amount range, cadence, or payment method. Set the action to category, tags, account behavior, or notes.
Order rules and enable stop-on-match to avoid unintended stacking. Scoping rules to specific accounts improves accuracy.
Use previews to see recent matches before applying to history. Review rule hits weekly to refine patterns and reduce cleanup.