Auto tag- when does it kick in?

Feedback & Ideas Jupiter app
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If I pay Merchants with upi, shouldn’t Jupiter be auto tagging those transactions accordingly?

For example, I pay merchant A for groceries, merchant B for miscellaneous, merchant C for dine out.

Jupiter should be able to recognise the first three transactions that I tag these merchants, and then auto tag them the same unless I switch the tags manually (might be extremely rare, but I like having the option for manual tags).

Right now, auto tag feels more like a hit or miss. Sometimes, the transactions are marked “dine out”, but that’s 2 outta 10. I gotta tag the rest manually, even though I’ve done it probably half a dozen times in the last couple of days.

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The app is still learning! With enough data for tags, we should be able to identify almost all the basic transactions and tag them correctly.

@nateavi In that screenshot, what kind of transaction was it? The category was marked as finance-related :thinking:

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Good question! Miscellaneous - that’s my “sutta” tagged transaction. It’s probably been a dozen now. :sweat_smile:
Same merchant, and definitely the same amount. Hopefully, the app will get it fixed in due time.

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If its the same merchant and same amount, it might be tagged as recurring :thinking:
Keep an eye on that one!