Transactions Categorised Automatically
Stop manually tagging every transaction. Wealthra's AI categorisation engine learns from your patterns and automatically codes expenses to the right categories. Create custom rules to fine-tune the automation.
AI Categorisation
Machine learning assigns categories to transactions as they arrive.
Custom Rules
Create your own rules to override or supplement AI suggestions.
Smart Suggestions
When AI isn't sure, you get smart suggestions to choose from — and it learns from your picks.
Bulk Actions
Recategorise multiple transactions at once when you need to make changes.
How It Works
Transactions are automatically categorised as they sync from your bank
Review and correct any miscategorised transactions to improve accuracy
Create custom rules for merchants or patterns that need specific handling
Ready to Get Started?
Try Automated Expense Coding and all of Wealthra's features free for 14 days. No credit card required.