Set It Once, Runs Forever 🤖
Our rules engine automatically categorizes every transaction. No more manual sorting, no more forgotten expenses. Perfect for ADHD brains that forget to categorize.
Powerful Search & Filters
Advanced Search
Find any transaction instantly with powerful search across accounts, categories, dates, slices, amounts, or descriptions.
Smart Filters
Filter by date ranges, accounts, slices, or transaction types. Save your favorite filters for quick access.
Mobile Friendly
Search and manage transactions on any device. Perfect for quick categorization on the go.
Instant Results
Lightning-fast search results as you type, even with thousands of transactions.
Complete Transaction Control
Rules That Think
AND/OR logic lets you create complex rules. Example: 'If merchant contains Uber AND amount > $25, categorize as Travel'
- Pre-built templates for common merchants
- Date-based rules for trips and projects
- Amount thresholds and ranges
- Apply to past transactions instantly
Instant Categorization
New transactions are categorized within seconds of appearing. No manual work needed.
- Real-time webhook processing
- Smart merchant matching
- Learn from your patterns
- Override when needed
Find Anything Fast
Powerful search when you need to find that one transaction from months ago.
- Search across all fields
- Filter by date, amount, slice
- Save frequent searches
- Export search results
Stay Organized
Custom Categories
Create and organize categories that match your spending style
Transaction Tags
Add custom tags for better organization and reporting
Transaction Notes
Add detailed notes to remember important transaction details
Why Automation Matters for ADHD 🧠
Executive dysfunction makes manual categorization impossible. You buy coffee, forget to categorize it, and suddenly your budget is off by hundreds of dollars.
Our rules engine learns from your habits. Once you categorize Starbucks as "Coffee", it remembers forever. Every future Starbucks purchase automatically goes to the right slice.
The best part? Rules work retroactively. Create a rule today and it can categorize months of past transactions instantly. Your messy transaction history becomes organized in seconds.
Budget with confidence, not confusion ✨
Budgeting that just makes sense. Try Cake Budget today!