Health Check
Review
Scenario Planning
Saved Plans
Monthly Baseline
Surprise Buffer
Car repairs, medical, gifts — what typically creeps in every month
12-Month Projection
Projected Savings
Avg Savings Rate
Save As
Category
Transaction Date
Merchant
Account
Description
Monthly
Name
Amount
Category
Frequency
Settings
Rules normalize raw bank descriptions to clean names. Longer/more specific patterns match first.
Pattern (keyword to match)
Canonical Name
Min Amount (optional)
Max Amount (optional)