Personalised Finance

Transaction Categorisation

Define and categorise raw transaction data into meaningful information familiar to users.

Benefits

Users deserve to know what they spend their money for. Here’s how our Transaction Categorisation can help them.

Easier bank
reconciliation

Users can easily match the transactions in their bank statements with their account records by using predefined categories.

Better budgeting and cash flow management

Users can track their income and expenses, spot trends and patterns, and plan their spending and saving accordingly.

Tax preparation and
audit readiness

Users can identify and write off business-related expenses, reduce their tax liability, and maintain organised and detailed records.

This is a staging environment