Dr Budget13 to review

Demo — running on the test server (cityserver). Everything here is sample data.

Categories & rules

How money gets sorted, and what happens automatically

This is where “categorise once” lives

Every merchant with a category here is filed automatically the moment a new transaction from it arrives — it never reaches the review queue. Changing one applies to future transactions, and optionally to everything already recorded.

10 of 36 still need a category

Woolworths

72 transactions · R 57 352,00 spent

Engen

19 transactions · R 18 781,00 spent

Checkers

16 transactions · R 16 996,00 spent

Takealot

15 transactions · R 12 915,00 spent

Netflix

12 transactions · R 2 388,00 spent

Nando’s

11 transactions · R 3 436,00 spent

Vida e Caffè

10 transactions · R 7 513,00 spent

Uber Eats

9 transactions · R 3 051,00 spent

Pick n Pay

8 transactions · R 4 326,00 spent

KFC

7 transactions · R 1 121,00 spent

Clicks

6 transactions · R 2 334,00 spent

Bond Repayment Sa Home Loans

6 transactions · R 85 500,00 spent

Discovery Health

6 transactions · R 41 340,00 spent

Outsurance

6 transactions · R 13 110,00 spent

Vodacom

6 transactions · R 5 394,00 spent

Afrihost

6 transactions · R 5 982,00 spent

Mogale City

6 transactions · R 18 744,00 spent

ST Peters School Fees

6 transactions · R 50 700,00 spent

YouTube Premium

6 transactions · R 779,94 spent

FNB Bank Charges

5 transactions · R 575,00 spent

Card Payment

5 transactions

FNB Cheque

5 transactions

FNB Savings Pocket

5 transactions · R 25 000,00 spent

Sanlam

5 transactions · R 17 500,00 spent

Acme Engineering PTY LTD

5 transactions

Dis-Chem

5 transactions · R 2 696,00 spent

Woolworths Credit Card

5 transactions · R 37 671,00 spent

Uber

4 transactions · R 758,00 spent

Shell

4 transactions · R 3 936,00 spent

ATM Cash Withdrawal

2 transactions · R 2 829,00 spent

Supa Quick Tyre Express Randburg

1 transaction · R 4 650,00 spent

Sportsmans Warehouse Cricket Kit

1 transaction · R 2 899,00 spent

Mr Price

1 transaction · R 850,00 spent

Builders Warehouse

1 transaction · R 2 426,00 spent

Interest Received

1 transaction

City Of JHB Vehicle Licence Renewal

1 transaction · R 1 680,00 spent