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Setup
Categorizing view
This view lets you see all your purchases on an item-by-item basis.
If you have access to the CodaAI beta, you just need to click “Refresh” on the Category column to have all your purchases categorized automagically by the robot overlords! If you don’t have AI access, you’ll have to manually categorize your purchases like some kind of animal.
Show uncategorized only
Show transactions for these sites and sources:
All
Show only transactions for
July 13 - August 12, 2025
Categorize transactions here
Purchased item
Cost
Category
Order date
Order No.
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