✨ Automatic Transaction Categorization with AI
This release introduces AI-powered transaction categorization using Anthropic's Claude Haiku model. When transactions are synced from your connected bank accounts, they're automatically categorized based on your existing category structure.
How It Works
- Automatic Processing — When transactions sync from Monobank or EnableBanking, uncategorized transactions are automatically queued for AI processing
- Batch Processing — Transactions are processed in batches of up to 200 for efficiency
- Smart Matching — The AI analyzes transaction details (amount, description, account name, date) and matches them to your personal category tree
- Metadata Tracking — Each categorized transaction is marked with its source (ai, manual, mcc_rule, or user_rule) so you always know how it was categorized
Setup
- Navigate to Settings → AI Settings /settings/ai
- Add your Anthropic API key (get one at https://console.anthropic.com)
- Set Anthropic as your default provider
- That's it! New synced transactions will be automatically categorized
🔐 Security Note: Your API key is encrypted before being stored in the database using industry-standard encryption.
Cost
The feature uses Claude Haiku, one of the most cost-effective AI models:
- ~$0.001 per 100 transactions (approximately $0.25 per million input tokens)
🗑️ User Account Deletion
Users can now fully delete their accounts, including all associated data.
🐛 Bug Fixes & UI Improvements
- Various bug fixes and functional improvements
- UI enhancements across the application
Full Changelog: v0.2.2...v0.3.0
Contributors