AI Categories

Jul 24, 2025

Transaction categorization from banks and data aggregators is notoriously unreliable. Broad merchant category codes, inconsistent merchant names, and generic rules that don’t account for your actual spending patterns lead to inaccurate financial insights.

Balance now uses AI to automatically improve transaction categories based on transaction details and similar transactions you’ve categorized. This ensures your breakdowns and other financial metrics show accurate amounts.

Be a know-it-all about your money

Get started today and experience financial clarity like never before.