Every transaction lands with a best-guess category. When a guess is wrong and you fix it, Compound remembers — for that merchant, for everyone in your household, forever (until you change it again).
The mechanism
- You open a transaction and change its category — say, “Trader Joe's” from Shopping to Groceries.
- Compound saves a rule tying that merchant to Groceries, scoped to your household so your spouse benefits too.
- Past transactions from the same merchant get re-categorized to Groceries in one pass.
- Future transactions from that merchant skip the guesser entirely and go straight to Groceries.
Why some categories show ✨ Check category
When the AI categorizer isn't confident, the row gets a subtle ✨ Check categorybadge. It's a hint that this is a good one to review — your correction will teach the system. The badge clears the moment you confirm or change the category.
Bulk fixes
On the Transactions page, multi-select rows with the checkbox column and use the bulk action bar to apply one category to all of them. Each gets a rule, so the knowledge sticks.
Managing rules
Browse and prune saved rules at Settings → Rules. Stale rules from merchants you no longer use are safe to delete.