How Fulkrum categorizes for you

You don't sort transactions by hand. The AI reads each one and suggests where it goes.

• It reads the merchant, amount, and date and proposes a category.
• It learns your patterns, so the transactions you see often get easier over time.
• You always get the final say — you review before anything posts.

The AI is a big help but it can get things wrong, so give each suggestion a quick look before you post.

What happens next — suggestions appear in Needs review for you to approve or change.