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Product5 min readCoinpath Team

Clearing the To-review inbox in two minutes a week

Coinpath categorizes what it is sure about and asks about the rest. Here is how to answer once and never be asked again.

Automatic categorization is only useful if you can trust it. Coinpath takes the confident cases silently and routes everything ambiguous to a single queue at /app/review, so the work you do is exactly the work a machine could not do for you.

Confirm in a single pass

Each item shows the merchant, amount, account and the category Coinpath guessed. Confirming keeps the guess; changing it corrects the transaction immediately in budgets, cash flow and reports.

Turn a correction into a rule

Any correction can become a rule on the spot — merchant contains X, always category Y, optionally split or tagged to a household member. Rules run on future imports and connected transactions, which is why the queue shrinks week over week instead of growing.

Let smart categorize handle a backlog

Importing years of history at once produces a large queue. Smart categorize processes the backlog in bulk, proposes categories for the whole set, and lets you accept or reject by group instead of line by line.

Why this beats auto-everything

Silently guessing wrong is worse than asking. A budget you did not verify is a report you will not trust in three months, and the two-minute weekly pass is what keeps every downstream number honest.

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