smart-match
Categorize a SageFin household's uncategorized and needs-review transactions using what the user knows and you can see, send the result as one batch for them to review, and suggest rules for merchants that repeat. Use when the user asks to categorize, clean up, tidy, sort out or review their SageFin transactions, or to "run smart match".
Pinned to revision b28255b6965b, so it is the text this page describes rather than whatever the author pushed since.
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