Fix a miscategorized expense

Fix a miscategorized expense#

The agent categorizes automatically, but you're always in control. Correcting it also trains it.

Fix one expense#

• In chat: "that Amazon charge is Office Supplies, not Meals" — the agent updates it and confirms.
• In the list: open the expense under Expenses, change the category, and save.

Make it stick for that vendor#

When you correct a vendor's category, AgentBook stores a vendor → category rule and applies it to future transactions from that vendor. You shouldn't have to fix the same merchant twice.

Split a mixed charge#

If one transaction covers more than one category, use Split to divide it — e.g. a store run that's part supplies, part personal groceries.

Business vs personal#

Miscategorized across the business/personal line? Toggle the business flag on the expense. This keeps your tax figures accurate without deleting anything.

If a whole batch looks wrong, tell the agent the pattern ("anything from Uber is Travel") and it will apply the rule going forward.