Automatic tagging assigns a tag to your transactions based on machine-learning algorithms without needing any input from your side. It's a premium feature available only for synced accounts with a PILOT or higher membership plan.
Rules can also be used to add tags to synced/uploaded transactions automatically, but they differ in some key respects:
- Rules need to be setup manually. By default, there are no rules applied to your transactions.
- Rules are significantly more powerful, and let you define the exact critieria that should trigger the rule, and provide more actions than just adding tags.
Rules will take precedence over any automatic tags, i.e., if you have any rule that applies to a transaction, it will not be assigned any automatic tags.
How does automatic tagging work, and how is it different from Rules?
Comments
1 comment
Unfortunately, the machine-learning algorithm of automatic tagging is apparently not learning from the tag corrections I do. A better explanation of how it works would be good to let me know how to influence it, and also the tags I choose, in order to get the desired results.
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