Loading categories and mappings...
Error Loading Data
Categories & Merchants
Manage merchant categorization mappings
Categories
Click a dot to expand that category in list view
No categories found
Add new categories or toggle visibility. Rename and delete require admin SQL access.
Add Category
Merchants Master
Active Not SeededMerchant Master Not Initialized
Run the seeding script to populate the master table from your transaction data.
python cascabel/database/seed_master_tables.py
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Merchant
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Category
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Source
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Transactions
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Total
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No merchants found |
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Sub-Merchant Mappings
Map generic merchants (Apple, PayNow) to specific sub-merchants
Total Mappings
Apple
PayNow
By Amount
Active
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Parent Pattern
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Identifier
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Type |
Sub-Merchant
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Category
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Recurring | Status | Actions |
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Needs Review
transactions need attention All transactions classified!All transactions are classified!
No transactions need review at this time.
Loading transactions...
| Date | Description | Current Merchant | Type | Amount | Actions |
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Tip: Click "Classify" to assign a merchant name and category. You can also create a mapping rule to automatically classify similar transactions in the future.
Classify Transaction
Create Mapping Rule (Optional)
Text pattern to match in transaction descriptions
Recipient name or identifier to match
Category Audit
Detect and fix category drift from historical renaming
Scanning for category migrations...
These category groups appear in transactions but have no category_master entry. They are invisible in budget and reporting views.
All Clear
No category issues found. All categories are consistent and present in the master.
Current: /
Merchant Audit
Scan your merchant data for naming inconsistencies, duplicate entries, and category conflicts.
Deep Scan:
No audit results yet
Click "Run Audit" to scan your merchants.
| Date | Description | Amount | Current Category |
|---|---|---|---|
All clusters reviewed
Run Audit again for fresh results.
Uncategorized Transactions
AI-powered suggestions for transactions that have no category assigned.
All uncategorized transactions reviewed!
Pseudo-Merchant Transactions
AI-powered suggestions for transactions with generic merchant names (PAYNOW, GIRO, NETS, etc.).
All pseudo-merchant transactions reviewed!
Your Accounts
Manage credit cards and bank accounts from imported statements
Total Accounts
Credit Cards
Bank Accounts
Active
Credit Cards
| Account Name | Bank | Number | Transactions | Total Spend | Status | Actions |
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Bank Accounts
| Account Name | Bank | Number | Transactions | Total Spend | Status | Actions |
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No accounts found
Upload statements to create accounts automatically
Merchant Mappings
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Pattern
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Merchant
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Category
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Source
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Priority
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Active | Actions |
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No mappings found |
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