Find Your Answer
Navigate through our smart decision tree to discover personalized solutions for your expense categorization challenges. Get the right answer based on your specific situation.
1
What's Your Main Challenge?
Start by identifying your primary concern. Most users fall into one of these categories, and each path leads to tailored solutions that address your specific needs.
I'm new to expense tracking
Perfect starting point! We'll guide you through setting up your first categories and understanding the basics. You'll learn how to distinguish between business and personal expenses, set up recurring categories, and establish a system that grows with your needs.
→ Beginner Path
My categories are messy
Time for organization! We'll help you streamline existing categories, merge duplicates, and create a logical hierarchy. You'll discover how to clean up months of mixed data and establish clear rules for future categorization.
→ Cleanup Path
I need advanced features
Ready to level up! We'll explore automated rules, custom tags, integration with accounting software, and advanced reporting features. Perfect for businesses that have outgrown basic categorization.
→ Advanced Path
Your Guided Journey
Each path through our system is carefully designed to match your experience level and specific goals. Whether you're just starting out or managing complex business expenses, we've mapped the most efficient route to success.
Setup Guide
Step-by-step instructions tailored to your business type and size
Quick Fixes
Immediate solutions for common categorization problems
Power Tips
Advanced techniques used by finance professionals
Assess Your Needs
Quick questions help us understand your current situation
Find Your Path
Get directed to resources that match your experience level
Targeted Solutions
Follow step-by-step guidance specific to your goals
Achieve Success
Implement solutions and track your progress
Contextual Help System
Smart Recognition
Our system learns from your patterns and suggests categories based on merchant names, amounts, and timing. After a few weeks of use, you'll see dramatically improved accuracy in automatic categorization.
Quick Actions
One-click solutions for common scenarios like splitting restaurant bills between business meals and personal dining, or separating office supplies from home purchases.
Real-Time Validation
Instantly check if your categorization choices align with tax requirements and accounting best practices. Get warnings before you create problems down the road.
Seasonal Intelligence
Our system understands business cycles and adjusts suggestions accordingly. Office party expenses in December, conference costs during industry season, and tax preparation fees in early months are automatically recognized and properly categorized.