Clerk
Dec 16
  • Fix Wise transaction enrichment bug

  • Enrich past wise transactions with no data

  • Start thinking about categorization

    • Best way to categorize for a period is likely:

      • Order by transaction name alphabetically (to group similar transactions)

      • Click and Drag to select a group

      • Once mouse is released, trigger input with autocomplete to apply category

    • Second option

      • Allow user to define buckets or categories up front.

      • Then use AI to auto categorise transactions, then give a UI to review and correct