Automatic Transaction Categorization

AutoCat gives you complete control of all your auto-categorization rules in Google Sheets and Microsoft Excel.

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“Tiller’s AutoCat feature intelligently categorizes based on simple rules under my full control. Result? It gets it right 100% of the time.”
Chris Lozac’h
Google Marketplace,

Save time and keep your transactions organized with AutoCat

In the example below, a rule is created to automatically assign any transactions with the description “Hannaford” to the “Groceries” category. You can decide if you want this rule to run when new transactions enter your spreadsheet, or on a manual trigger.

autocat excel detail

Make your own rules. Change your mind. Make new ones.

Your rules apply to past transactions as well as new ones that enter your spreadsheet. And if you change your mind in the future, you can easily change your AutoCat rules as well.

autocat rules detail

Create rules with special conditions for extra control.

For example, make AutoCat file any transactions from the gas station under $10 as “Snacks,” and any above $10 as “Gas.” Your rules can be as simple or advanced as needed.

Examples of rules you might create:

  • Any transaction with a description containing Nytimes is auto-categorized as Subscription
  • Descriptions containing Payment with the institution “Capital One” is categorized as Transfer
  • Descriptions with Starbucks under $25 are categorized as Coffee but any over $25 are Dining Out

Automate other tasks with AutoCat:

  • Automatically tag transactions
  • Clean up descriptions
  • Automate your own custom Transactions sheet columns
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