Label management
Labels
Build and maintain label rules so transactions stay categorized consistently over time.
Before creating labels
Import transactions first so Discovery suggestions and impact previews can use real data.
Go to Transactions uploadHow to use this page
- Workspace: create or edit one label draft at a time.
- Overview: review active labels, ordering, and overlap risk.
- Discovery: turn recurring unlabeled patterns into draft labels.
No label draft open.
Select Create new label above, or open Discovery to start from a recurring unlabeled pattern.