After every sync, COMMITLY imports all transactions delivered by the bank and checks in this order:
Rules exist for new transactions → automatic mapping
If no rules exist for transactions, the AI checks whether these or similar transactions already exist → a suggestion is created and must be confirmed
If neither rules nor past experience are available → manual mapping is required
The following functions are available for mapping:
Create rules
For recurring and known transactions, rules can be created that handle the mapping automatically in the future.Map several transactions to one category at once
Filters can be used to find identical transactions and assign them to a category together. The selection is confirmed with OK.
Map several transactions to different categories at once
Select different transactions, choose the matching category for each one and confirm with MAP SELECTED.
Use suggestions
COMMITLY learns along and suggests categories. Using the PREDICTED filter, they can be reviewed, adjusted if needed and accepted by confirming with MAP TO PREDICTED.