Transactions
Learn how Wesley AI categorizes your transactions and how to customize them. Wesley AI uses advanced machine learning to automatically categorize your transactions. Here's how it works and how you can optimize it for your needs.
How AI Categorization Works
Our AI analyzes merchant names, transaction amounts, frequency, and patterns to determine the most appropriate category for each transaction.
The Categorization Process
Merchant Recognition - Identifies known businesses and chains Pattern Analysis - Looks at historical categorization patterns Amount Context - Considers transaction size and frequency User Learning - Adapts based on your corrections and preferences
Common Categories
Office Supplies - Paper, pens, equipment Software & Subscriptions - SaaS tools, licenses Travel & Transportation - Flights, hotels, gas Marketing & Advertising - Ads, promotional materials Professional Services - Legal, accounting, consulting
Improving Categorization Accuracy
When the AI gets it wrong, you can easily fix it:
- Find the incorrectly categorized transaction
- Click on the category dropdown
- Select the correct category
- The AI learns from this correction