Set It Once, Runs Forever
Our rules engine automatically categorizes every transaction. No more manual sorting, no more forgotten expenses. Perfect for ADHD brains that forget to categorize.
Powerful Search & Filters
Fast Search
Find any transaction instantly by name or merchant, with filters for accounts, categories, slices, and dates.
Smart Filters
Filter by date ranges with intuitive presets, or narrow to specific accounts, slices, categories, and merchants.
Mobile Friendly
Search and manage transactions on any device. Perfect for quick categorization on the go.
Instant Results
Lightning-fast search results as you type, even with thousands of transactions.
Complete Transaction Control
Rules That Think
AND/OR logic lets you create complex rules. Example: 'If merchant contains Uber AND amount > $25, categorize as Travel'
- One-tap rule suggestions from your own transactions
- Date-based rules for trips and projects
- Amount thresholds and ranges
- Backfill categories and notes to past transactions
Instant Categorization
New transactions are categorized within seconds of appearing. No manual work needed.
- Real-time processing
- Merchant name matching
- Rules built from your real history
- Override when needed
Find Anything Fast
Powerful search when you need to find that one transaction from months ago.
- Search names and merchants as you type
- Filter by date, account, category, slice
- Bulk-select and assign in one action
- Split one transaction into many
Stay Organized
Custom Categories
Create and organize categories that match your spending style
Transaction Splitting
Split a single purchase into parts so each piece lands in the right slice and category
Transaction Notes
Add detailed notes to remember important transaction details
Why Automation Matters for ADHD
Executive dysfunction makes manual categorization impossible. You buy coffee, forget to categorize it, and suddenly your budget is off by hundreds of dollars.
Create a rule once — "Starbucks goes to Coffee" — and it runs forever. Every future Starbucks purchase automatically lands in the right slice, and the Rules page even suggests rules from merchants you haven't sorted yet.
The best part? Rules work retroactively. Create a rule today and it can categorize months of past transactions instantly. Your messy transaction history becomes organized in seconds.
Budget with confidence, not confusion
Budgeting that just makes sense. Try Cake Budget today!