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Deep Dive: Implicit Categorization

Alejandro Paz
Alejandro Paz Expensify Team Posts: 86 Expensify Team
edited December 2019 in Deep Dive Docs

Overview

Over time, Expensify will learn how you categorize certain merchants and then automatically apply that category to the same merchant in the future. This is called Implicit Categorization!

  • You can always change the category; we'll try to remember that correction for next time! Each time you categorize a merchant, the system will remember what you chose and will automatically apply that same category the next time that same merchant comes up again.

  • Any Expense Rules you have set up will always take precedence over implicit categories. 

  • Implicit categorization will only apply to expenses you have not explicitly set a category for already.  Changing the category on one expense does not change it for any other expense that has an explicit category already assigned.

This built-in feature will only use the categories from the currently active policy on your account. You can change the active policy by clicking your account icon in the app and selecting the correct policy name before you SmartScan. This will make sure that any future SmartScan images are going directly to the right policy every time. 

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