Custom keywords for auto categorization
Splitwise already detects words like "pizza" or "bar" to set a category, but it doesn't know location specifics. Thus would it be great if I were able to set my own keywords like "Shop XYZ" > groceries or "McMurderBuger" > Dining out.
Great idea! To be honest, it’s a lot of extra work to create a custom user-by-user system (maybe a good idea for the Pro version?), so that’s not likely in the near term. But if you have suggestions for words to add, please feel to email us at firstname.lastname@example.org or add them to the comments. We also review the system periodically and add new “magic” words when we think of ones to add.
Alphonso Ramirez commented
My partner and I live together in one household right now, and split most of our expenses equally (ex. grocery stores, utilities, etc.). We therefore enter many of the same transactions into Splitwise. However, for some of those entries that occur very frequently, the category is not automatically recognized, so I always have to manually select the correct category from the menu, which feels too inefficient. I would like a feature that allows me to add and manage my own "category recognition" rules, where I could add rules that each say a vendor/description of my choice will automatically be associated with a category of my choice. There is a similar function in the budgeting app Mint ("transaction rules"), which I use in conjunction with Splitwise. This would be a huge timesaver for me!
Akshay Rao commented
When I add the name of an expense, it is classified automatically but only sometimes (e.g. Typing "Ikea" will automatically classify it as "Furniture"). However, this isn't (and probably can't be) automated for every locality (e.g. Typing "Hofer" or "Billa" doesn't automatically classify an expense as "Groceries" even though those at two of the biggest supermarkets where I live).
Being able to tell the app to classify an expense in a specific category depending on the text I enter (or having a checkbox that allows me to "save this categorisation as default for entered text") would be amazing.
It would be great if the tool learned behavior. So for example, if I enter in "Safeway" and categorize it as Groceries, then the next time I entered in Safeway, it would automatically add it as a Groceries category.
Noah Torp-Smith commented
I do my shopping in the same supermarket in Copenhagen, Denmark every day. The name is Netto, and I enter Netto every time, and I also have to switch category to 'Groceries' every time. Given that I have 500+ entries with Netto under Groceries, it'd be great if you could derive that the next Netto entry is probably also Groceries.
Marco Almeida commented
If I previously categorized expense “xyz” as being, let’s say, a “Car” expense type, then next time I add a new expense for “xyz” the “Car” category should automatically be set.
Francesco Visin commented
Please add TFL , metro, underground, overground and tram to the transportation/bus category
Junjie Ying commented
Currently when I add Target, the item will be categorized under GROCERY, which is good. But when I add “Cermak”, which I add nearly once everyday, the item is unrecognized. Every time I have to open the category list to find GROCERY manually. After so many times, I wish the app is smart enough to remember it.
What the app have now is to have several recently used categories stay at top, which is nice, but those categories usually don’t have gwhat I need.
I consider that as a simple yet useful function. The app can either add Cermak & GROCERY using hard code, or just use a dictionary to monitor users’ frequent items. In addition, such user habit can be used for suggesting more relevant category in category list instead of recent history.
In the end, I really appreciate all the hard and great work you’ve done, thank you.
Botond Simon commented
Vote up guys, this would be an awesome function. Either free or pro, doesnt matter
There are several expenses in groups which we add very frequently. It would be great if you can support auto complete within a group. While adding any expense, it gives options of dropdown of previously added ones in that group, just like any auto complete feature
Erwin Mayer commented
When we enter a supermarket name, and then manually assign a category, Splitwise should learn the association and associate it similarly for subsequent entries.
Tobias Haeberle commented
Even better: just remember what categories I manually assigned to what terms, and then have an educated guess the next time I use this term for an expense. A very simple implementation of this algorithm should already be quite powerful.
Erik R. Accart-Huemer commented
Great Idea! I know that option from iFinance, where you can put in tags for every category.
My boyfriend and I use Splitwise to keep track of our expenses with each other. We live together and we are constantly covering for each other on things like groceries, mostly, but also travel booking etc. We always go to certain locations (Market Basket, Whole Foods, local butcher shop to name a few) and we really wish there was an auto-complete based on our history. Feel free to look at our accounts (his is Andrew Roberts email@example.com) to see how regular we are with certain expenses. We like the recurring bill thing. My BF uses it for utility bills, but auto-complete would make it even more efficient. Thank you! Love the app! It's been such a time saver and we just want to help you out even more.
Luke Smith commented
My dog's name is Harry. When I type "Harry food" in as an expense it would be great if Splitwise would know to categorize it under pets.
I could assign certain words to categories or, even better, splitwise could learn which words I use in particular categories.