Match
Use merchant text, account, amount, labels, source, and patterns to identify transactions.
FinoGet startedRules to categorize
Turn repeated cleanup into automation.
Rules help categorize, label, and standardize recurring transactions so new imports become cleaner over time.
FinoSimplify your financial world
If merchant containsCostcoCategory: Groceries
If amount repeatsMonthlyLabel: Subscription
If account isBusiness cardLabel: Business
Apply
Set categories, add labels, clean names, or mark recurring activity.
Preview
Review affected records before broad cleanup.
Auto-run
Apply trusted rules to newly imported transactions.
How it works
Rules keep reports consistent
Clean categories and labels make dashboards, budgets, event tracking, and Fin AI answers more reliable.
FinoSimplify your financial world
If merchant containsCostcoCategory: Groceries
If amount repeatsMonthlyLabel: Subscription
If account isBusiness cardLabel: Business