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INTAKE
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RULES
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CONFIG
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DASHBOARD
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DETAIL

🏷️ Categorization Rules

Define default heuristics for Agent 3 (Tax-Categorizer-Reconciler). These rules determine how transactions from each source are initially classified.

🔀 Source → Default Entity Mapping

Each financial source is mapped to a default entity. Transactions below the confidence threshold will be flagged for manual review.

📏 Confidence Threshold

Transactions categorized with confidence below this threshold will be flagged for your review in the Coach UI.

0.70
Aggressive (fewer reviews) Conservative (more reviews)
🔍 Reconciliation Rules
📂 Tax Category Reference
Category Schedule Line
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