Before you start
- Budget AI installed and opened.
- Premium, consent to AI processing and an internet connection.
Step by step
Review categories and remembering
Open Automatic tracking settings. Review AI category rules and remembered merchant categories. Enable remembering if you want confirmed choices to be used for future purchases.
Screenshot coming soonReview categories and remembering Match cards to accounts
Review remembered card-to-account mappings. Set an account on a source only if all of its payments should use that account.
Screenshot coming soonMatch cards to accounts Filter messages
Use keywords and source filters to process payment messages. On Android, you can also filter notification titles. Regular stop words match inside words; exact stop words match whole words. These reduce unwanted processing but cannot guarantee that all sensitive text is excluded.
Screenshot coming soonFilter messages Confirm a test result
Check a new transaction, correct the category or account if needed and confirm the choice. With remembering enabled, check that the merchant and card mappings were saved for future payments.
Screenshot coming soonConfirm a test result
Video walkthrough
For now, follow the complete written steps above.