Plaid category matching

app/controllers/categories_controller.rb

@@ -56,8 +56,13 @@ class CategoriesController < ApplicationController
     redirect_back_or_to categories_path, notice: t(".success")
   end
 
+  def destroy_all
+    Current.family.categories.destroy_all
+    redirect_back_or_to categories_path, notice: "All categories deleted"
+  end
+
   def bootstrap
-    Current.family.categories.bootstrap_defaults
+    Current.family.categories.bootstrap!
 
     redirect_back_or_to categories_path, notice: t(".success")
   end

app/controllers/trades_controller.rb

@@ -48,7 +48,7 @@ class TradesController < ApplicationController
 
     def entry_params
       params.require(:entry).permit(
-        :name, :enriched_name, :date, :amount, :currency, :excluded, :notes, :nature,
+        :name, :date, :amount, :currency, :excluded, :notes, :nature,
         entryable_attributes: [ :id, :qty, :price ]
       )
     end

app/controllers/transactions_controller.rb

@@ -118,7 +118,7 @@ class TransactionsController < ApplicationController
 
     def entry_params
       entry_params = params.require(:entry).permit(
-        :name, :enriched_name, :date, :amount, :currency, :excluded, :notes, :nature, :entryable_type,
+        :name, :date, :amount, :currency, :excluded, :notes, :nature, :entryable_type,
         entryable_attributes: [ :id, :category_id, :merchant_id, { tag_ids: [] } ]
       )
 

app/controllers/valuations_controller.rb

@@ -44,6 +44,6 @@ class ValuationsController < ApplicationController
   private
     def entry_params
       params.require(:entry)
-            .permit(:name, :enriched_name, :date, :amount, :currency, :notes)
+            .permit(:name, :date, :amount, :currency, :notes)
     end
 end

app/helpers/application_helper.rb

@@ -35,9 +35,9 @@ module ApplicationHelper
   #     <div>Content here</div>
   #   <% end %>
   #
-  def modal(reload_on_close: false, &block)
+  def modal(reload_on_close: false, overflow_visible: false, &block)
     content = capture &block
-    render partial: "shared/modal", locals: { content:, reload_on_close: }
+    render partial: "shared/modal", locals: { content:, reload_on_close:, overflow_visible: }
   end
 
   ##

app/helpers/entries_helper.rb

@@ -34,7 +34,7 @@ module EntriesHelper
       entry.date,
       format_money(entry.amount_money),
       entry.account.name,
-      entry.display_name
+      entry.name
     ].join(" • ")
   end
 end

app/helpers/forms_helper.rb

@@ -4,10 +4,10 @@ module FormsHelper
     form_with(**options, &block)
   end
 
-  def modal_form_wrapper(title:, subtitle: nil, &block)
+  def modal_form_wrapper(title:, subtitle: nil, overflow_visible: false, &block)
     content = capture &block
 
-    render partial: "shared/modal_form", locals: { title:, subtitle:, content: }
+    render partial: "shared/modal_form", locals: { title:, subtitle:, content:, overflow_visible: }
   end
 
   def radio_tab_tag(form:, name:, value:, label:, icon:, checked: false, disabled: false)

app/models/category.rb

@@ -50,11 +50,11 @@ class Category < ApplicationRecord
       %w[bus circle-dollar-sign ambulance apple award baby battery lightbulb bed-single beer bluetooth book briefcase building credit-card camera utensils cooking-pot cookie dices drama dog drill drum dumbbell gamepad-2 graduation-cap house hand-helping ice-cream-cone phone piggy-bank pill pizza printer puzzle ribbon shopping-cart shield-plus ticket trees]
     end
 
-    def bootstrap_defaults
-      default_categories.each do |name, color, icon|
+    def bootstrap!
+      default_categories.each do |name, color, icon, classification|
         find_or_create_by!(name: name) do |category|
           category.color = color
-          category.classification = "income" if name == "Income"
+          category.classification = classification
           category.lucide_icon = icon
         end
       end
@@ -71,18 +71,20 @@ class Category < ApplicationRecord
     private
       def default_categories
         [
-          [ "Income", "#e99537", "circle-dollar-sign" ],
-          [ "Housing", "#6471eb", "house" ],
-          [ "Entertainment", "#df4e92", "drama" ],
-          [ "Food & Drink", "#eb5429", "utensils" ],
-          [ "Shopping", "#e99537", "shopping-cart" ],
-          [ "Healthcare", "#4da568", "pill" ],
-          [ "Insurance", "#6471eb", "piggy-bank" ],
-          [ "Utilities", "#db5a54", "lightbulb" ],
-          [ "Transportation", "#df4e92", "bus" ],
-          [ "Education", "#eb5429", "book" ],
-          [ "Gifts & Donations", "#61c9ea", "hand-helping" ],
-          [ "Subscriptions", "#805dee", "credit-card" ]
+          [ "Income", "#e99537", "circle-dollar-sign", "income" ],
+          [ "Loan Payments", "#6471eb", "credit-card", "expense" ],
+          [ "Fees", "#6471eb", "credit-card", "expense" ],
+          [ "Entertainment", "#df4e92", "drama", "expense" ],
+          [ "Food & Drink", "#eb5429", "utensils", "expense" ],
+          [ "Shopping", "#e99537", "shopping-cart", "expense" ],
+          [ "Home Improvement", "#6471eb", "house", "expense" ],
+          [ "Healthcare", "#4da568", "pill", "expense" ],
+          [ "Personal Care", "#4da568", "pill", "expense" ],
+          [ "Services", "#4da568", "briefcase", "expense" ],
+          [ "Gifts & Donations", "#61c9ea", "hand-helping", "expense" ],
+          [ "Transportation", "#df4e92", "bus", "expense" ],
+          [ "Travel", "#df4e92", "plane", "expense" ],
+          [ "Rent & Utilities", "#db5a54", "lightbulb", "expense" ]
         ]
       end
   end

app/models/demo/generator.rb

@@ -205,7 +205,7 @@ class Demo::Generator
     end
 
     def create_categories!(family)
-      family.categories.bootstrap_defaults
+      family.categories.bootstrap!
 
       food = family.categories.find_by(name: "Food & Drink")
       family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, lucide_icon: "utensils", classification: "expense")

app/models/entry.rb

@@ -56,10 +56,6 @@ class Entry < ApplicationRecord
     Balance::TrendCalculator.new(self, entries, balances).trend
   end
 
-  def display_name
-    enriched_name.presence || name
-  end
-
   class << self
     def search(params)
       EntrySearch.new(params).build_query(all)

app/models/entry_search.rb

@@ -16,7 +16,7 @@ class EntrySearch
       return scope if search.blank?
 
       query = scope
-      query = query.where("entries.name ILIKE :search OR entries.enriched_name ILIKE :search",
+      query = query.where("entries.name ILIKE :search",
         search: "%#{ActiveRecord::Base.sanitize_sql_like(search)}%"
       )
       query

app/models/family.rb

@@ -167,4 +167,8 @@ class Family < ApplicationRecord
       entries.maximum(:updated_at)
     ].compact.join("_")
   end
+
+  def self_hoster?
+    Rails.application.config.app_mode.self_hosted?
+  end
 end

app/models/family/auto_categorizer.rb

@@ -74,7 +74,8 @@ class Family::AutoCategorizer
           amount: transaction.entry.amount.abs,
           classification: transaction.entry.classification,
           description: transaction.entry.name,
-          merchant: transaction.merchant&.name
+          merchant: transaction.merchant&.name,
+          hint: transaction.plaid_category_detailed
         }
       end
     end

app/models/plaid_account.rb

@@ -83,13 +83,14 @@ class PlaidAccount < ApplicationRecord
   def sync_transactions!(added:, modified:, removed:)
     added.each do |plaid_txn|
       account.entries.find_or_create_by!(plaid_id: plaid_txn.transaction_id) do |t|
-        t.name = plaid_txn.name
+        t.name = plaid_txn.merchant_name || plaid_txn.original_description
         t.amount = plaid_txn.amount
         t.currency = plaid_txn.iso_currency_code
         t.date = plaid_txn.date
         t.entryable = Transaction.new(
-          category: get_category(plaid_txn.personal_finance_category.primary),
-          merchant: get_merchant(plaid_txn)
+          plaid_category: plaid_txn.personal_finance_category.primary,
+          plaid_category_detailed: plaid_txn.personal_finance_category.detailed,
+          merchant: find_or_create_merchant(plaid_txn)
         )
       end
     end
@@ -99,7 +100,12 @@ class PlaidAccount < ApplicationRecord
 
       existing_txn.update!(
         amount: plaid_txn.amount,
-        date: plaid_txn.date
+        date: plaid_txn.date,
+        entryable_attributes: {
+          plaid_category: plaid_txn.personal_finance_category.primary,
+          plaid_category_detailed: plaid_txn.personal_finance_category.detailed,
+          merchant: find_or_create_merchant(plaid_txn)
+        }
       )
     end
 
@@ -125,26 +131,17 @@ class PlaidAccount < ApplicationRecord
       end
     end
 
-    # See https://plaid.com/documents/transactions-personal-finance-category-taxonomy.csv
-    def get_category(plaid_category)
-      ignored_categories = [ "BANK_FEES", "TRANSFER_IN", "TRANSFER_OUT", "LOAN_PAYMENTS", "OTHER" ]
-
-      return nil if ignored_categories.include?(plaid_category)
-
-      family.categories.find_or_create_by!(name: plaid_category.titleize)
-    end
-
-    def get_merchant(plaid_txn)
+    def find_or_create_merchant(plaid_txn)
       unless plaid_txn.merchant_entity_id.present? && plaid_txn.merchant_name.present?
         return nil
       end
 
       ProviderMerchant.find_or_create_by!(
         source: "plaid",
-        provider_merchant_id: plaid_txn.merchant_entity_id,
-        website_url: plaid_txn.website
+        name: plaid_txn.merchant_name,
       ) do |m|
-        m.name = plaid_txn.merchant_name
+        m.provider_merchant_id = plaid_txn.merchant_entity_id
+        m.website_url = plaid_txn.website
         m.logo_url = plaid_txn.logo_url
       end
     end

app/models/plaid_item.rb

@@ -80,6 +80,7 @@ class PlaidItem < ApplicationRecord
   end
 
   def post_sync(sync)
+    auto_match_categories!
     family.broadcast_refresh
   end
 
@@ -88,6 +89,36 @@ class PlaidItem < ApplicationRecord
     DestroyJob.perform_later(self)
   end
 
+  def auto_match_categories!
+    if family.categories.none?
+      family.categories.bootstrap!
+    end
+
+    alias_matcher = build_category_alias_matcher(family.categories)
+
+    accounts.each do |account|
+      matchable_transactions = account.transactions
+                                      .where(category_id: nil)
+                                      .where.not(plaid_category: nil)
+                                      .enrichable(:category_id)
+
+      matchable_transactions.each do |transaction|
+        category = alias_matcher.match(transaction.plaid_category_detailed)
+
+        if category.present?
+          PlaidItem.transaction do
+            transaction.log_enrichment!(
+              attribute_name: "category_id",
+              attribute_value: category.id,
+              source: "plaid"
+            )
+            transaction.set_category!(category)
+          end
+        end
+      end
+    end
+  end
+
   private
     def fetch_and_load_plaid_data
       data = {}

app/models/plaid_item/provided.rb

@@ -15,6 +15,10 @@ module PlaidItem::Provided
     end
   end
 
+  def build_category_alias_matcher(user_categories)
+    Provider::Plaid::CategoryAliasMatcher.new(user_categories)
+  end
+
   private
     def eu?
       raise "eu? is not implemented for #{self.class.name}"

app/models/provider/plaid.rb

@@ -121,7 +121,10 @@ class Provider::Plaid
     while has_more
       request = Plaid::TransactionsSyncRequest.new(
         access_token: item.access_token,
-        cursor: cursor
+        cursor: cursor,
+        options: {
+          include_original_description: true
+        }
       )
 
       response = client.transactions_sync(request)

app/models/provider/plaid/category_alias_matcher.rb

@@ -0,0 +1,109 @@
+# The purpose of this matcher is to auto-match Plaid categories to
+# known internal user categories.  Since we allow users to define their own
+# categories we cannot directly assign Plaid categories as this would overwrite
+# user data and create a confusing experience.
+#
+# Automated category matching in the Maybe app has a hierarchy:
+# 1. Naive string matching via CategoryAliasMatcher
+# 2. Rules-based matching set by user
+# 3. AI-powered matching (also enabled by user via rules)
+#
+# This class is simply a FAST and CHEAP way to match categories that are high confidence.
+# Edge cases will be handled by user-defined rules.
+class Provider::Plaid::CategoryAliasMatcher
+  include Provider::Plaid::CategoryTaxonomy
+
+  def initialize(user_categories)
+    @user_categories = user_categories
+  end
+
+  def match(plaid_detailed_category)
+    plaid_category_details = get_plaid_category_details(plaid_detailed_category)
+    return nil unless plaid_category_details
+
+    # Try exact name matches first
+    exact_match = normalized_user_categories.find do |category|
+      category[:name] == plaid_category_details[:key].to_s
+    end
+    return user_categories.find { |c| c.id == exact_match[:id] } if exact_match
+
+    # Try detailed aliases matches with fuzzy matching
+    alias_match = normalized_user_categories.find do |category|
+      name = category[:name]
+      plaid_category_details[:aliases].any? do |a|
+        alias_str = a.to_s
+
+        # Try exact match
+        next true if name == alias_str
+
+        # Try plural forms
+        next true if name.singularize == alias_str || name.pluralize == alias_str
+        next true if alias_str.singularize == name || alias_str.pluralize == name
+
+        # Try common forms
+        normalized_name = name.gsub(/(and|&|\s+)/, "").strip
+        normalized_alias = alias_str.gsub(/(and|&|\s+)/, "").strip
+        normalized_name == normalized_alias
+      end
+    end
+    return user_categories.find { |c| c.id == alias_match[:id] } if alias_match
+
+    # Try parent aliases matches with fuzzy matching
+    parent_match = normalized_user_categories.find do |category|
+      name = category[:name]
+      plaid_category_details[:parent_aliases].any? do |a|
+        alias_str = a.to_s
+
+        # Try exact match
+        next true if name == alias_str
+
+        # Try plural forms
+        next true if name.singularize == alias_str || name.pluralize == alias_str
+        next true if alias_str.singularize == name || alias_str.pluralize == name
+
+        # Try common forms
+        normalized_name = name.gsub(/(and|&|\s+)/, "").strip
+        normalized_alias = alias_str.gsub(/(and|&|\s+)/, "").strip
+        normalized_name == normalized_alias
+      end
+    end
+    return user_categories.find { |c| c.id == parent_match[:id] } if parent_match
+
+    nil
+  end
+
+  private
+    attr_reader :user_categories
+
+    def get_plaid_category_details(plaid_category_name)
+      detailed_plaid_categories.find { |c| c[:key] == plaid_category_name.downcase.to_sym }
+    end
+
+    def detailed_plaid_categories
+      CATEGORIES_MAP.flat_map do |parent_key, parent_data|
+        parent_data[:detailed_categories].map do |child_key, child_data|
+          {
+            key: child_key,
+            classification: child_data[:classification],
+            aliases: child_data[:aliases],
+            parent_key: parent_key,
+            parent_aliases: parent_data[:aliases]
+          }
+        end
+      end
+    end
+
+    def normalized_user_categories
+      user_categories.map do |user_category|
+        {
+          id: user_category.id,
+          classification: user_category.classification,
+          name: normalize_user_category_name(user_category.name)
+        }
+      end
+    end
+
+    def normalize_user_category_name(name)
+      name.to_s.downcase.gsub(/[^a-z0-9]/, " ").strip
+    end
+end

app/models/provider/plaid/category_taxonomy.rb

@@ -0,0 +1,461 @@
+# https://plaid.com/documents/transactions-personal-finance-category-taxonomy.csv
+module Provider::Plaid::CategoryTaxonomy
+  CATEGORIES_MAP = {
+    income: {
+      classification: :income,
+      aliases: [ "income", "revenue", "earnings" ],
+      detailed_categories: {
+        income_dividends: {
+          classification: :income,
+          aliases: [ "dividend", "stock income", "dividend income", "dividend earnings" ]
+        },
+        income_interest_earned: {
+          classification: :income,
+          aliases: [ "interest", "bank interest", "interest earned", "interest income" ]
+        },
+        income_retirement_pension: {
+          classification: :income,
+          aliases: [ "retirement", "pension" ]
+        },
+        income_tax_refund: {
+          classification: :income,
+          aliases: [ "tax refund" ]
+        },
+        income_unemployment: {
+          classification: :income,
+          aliases: [ "unemployment" ]
+        },
+        income_wages: {
+          classification: :income,
+          aliases: [ "wage", "salary", "paycheck" ]
+        },
+        income_other_income: {
+          classification: :income,
+          aliases: [ "other income", "misc income" ]
+        }
+      }
+    },
+    loan_payments: {
+      classification: :expense,
+      aliases: [ "loan payment", "debt payment", "loan", "debt", "payment" ],
+      detailed_categories: {
+        loan_payments_car_payment: {
+          classification: :expense,
+          aliases: [ "car payment", "auto loan" ]
+        },
+        loan_payments_credit_card_payment: {
+          classification: :expense,
+          aliases: [ "credit card", "card payment" ]
+        },
+        loan_payments_personal_loan_payment: {
+          classification: :expense,
+          aliases: [ "personal loan", "loan payment" ]
+        },
+        loan_payments_mortgage_payment: {
+          classification: :expense,
+          aliases: [ "mortgage", "home loan" ]
+        },
+        loan_payments_student_loan_payment: {
+          classification: :expense,
+          aliases: [ "student loan", "education loan" ]
+        },
+        loan_payments_other_payment: {
+          classification: :expense,
+          aliases: [ "loan", "loan payment" ]
+        }
+      }
+    },
+    bank_fees: {
+      classification: :expense,
+      aliases: [ "bank fee", "service charge", "fee", "misc fees" ],
+      detailed_categories: {
+        bank_fees_atm_fees: {
+          classification: :expense,
+          aliases: [ "atm fee", "withdrawal fee" ]
+        },
+        bank_fees_foreign_transaction_fees: {
+          classification: :expense,
+          aliases: [ "foreign fee", "international fee" ]
+        },
+        bank_fees_insufficient_funds: {
+          classification: :expense,
+          aliases: [ "nsf fee", "overdraft" ]
+        },
+        bank_fees_interest_charge: {
+          classification: :expense,
+          aliases: [ "interest charge", "finance charge" ]
+        },
+        bank_fees_overdraft_fees: {
+          classification: :expense,
+          aliases: [ "overdraft fee" ]
+        },
+        bank_fees_other_bank_fees: {
+          classification: :expense,
+          aliases: [ "bank fee", "service charge" ]
+        }
+      }
+    },
+    entertainment: {
+      classification: :expense,
+      aliases: [ "entertainment", "recreation" ],
+      detailed_categories: {
+        entertainment_casinos_and_gambling: {
+          classification: :expense,
+          aliases: [ "casino", "gambling" ]
+        },
+        entertainment_music_and_audio: {
+          classification: :expense,
+          aliases: [ "music", "concert" ]
+        },
+        entertainment_sporting_events_amusement_parks_and_museums: {
+          classification: :expense,
+          aliases: [ "event", "amusement", "museum" ]
+        },
+        entertainment_tv_and_movies: {
+          classification: :expense,
+          aliases: [ "movie", "streaming" ]
+        },
+        entertainment_video_games: {
+          classification: :expense,
+          aliases: [ "game", "gaming" ]
+        },
+        entertainment_other_entertainment: {
+          classification: :expense,
+          aliases: [ "entertainment", "recreation" ]
+        }
+      }
+    },
+    food_and_drink: {
+      classification: :expense,
+      aliases: [ "food", "dining", "food and drink", "food & drink" ],
+      detailed_categories: {
+        food_and_drink_beer_wine_and_liquor: {
+          classification: :expense,
+          aliases: [ "alcohol", "liquor", "beer", "wine", "bar", "pub" ]
+        },
+        food_and_drink_coffee: {
+          classification: :expense,
+          aliases: [ "coffee", "cafe", "coffee shop" ]
+        },
+        food_and_drink_fast_food: {
+          classification: :expense,
+          aliases: [ "fast food", "takeout" ]
+        },
+        food_and_drink_groceries: {
+          classification: :expense,
+          aliases: [ "grocery", "supermarket", "grocery store" ]
+        },
+        food_and_drink_restaurant: {
+          classification: :expense,
+          aliases: [ "restaurant", "dining" ]
+        },
+        food_and_drink_vending_machines: {
+          classification: :expense,
+          aliases: [ "vending" ]
+        },
+        food_and_drink_other_food_and_drink: {
+          classification: :expense,
+          aliases: [ "food", "drink" ]
+        }
+      }
+    },
+    general_merchandise: {
+      classification: :expense,
+      aliases: [ "shopping", "retail" ],
+      detailed_categories: {
+        general_merchandise_bookstores_and_newsstands: {
+          classification: :expense,
+          aliases: [ "book", "newsstand" ]
+        },
+        general_merchandise_clothing_and_accessories: {
+          classification: :expense,
+          aliases: [ "clothing", "apparel" ]
+        },
+        general_merchandise_convenience_stores: {
+          classification: :expense,
+          aliases: [ "convenience" ]
+        },
+        general_merchandise_department_stores: {
+          classification: :expense,
+          aliases: [ "department store" ]
+        },
+        general_merchandise_discount_stores: {
+          classification: :expense,
+          aliases: [ "discount store" ]
+        },
+        general_merchandise_electronics: {
+          classification: :expense,
+          aliases: [ "electronic", "computer" ]
+        },
+        general_merchandise_gifts_and_novelties: {
+          classification: :expense,
+          aliases: [ "gift", "souvenir" ]
+        },
+        general_merchandise_office_supplies: {
+          classification: :expense,
+          aliases: [ "office supply" ]
+        },
+        general_merchandise_online_marketplaces: {
+          classification: :expense,
+          aliases: [ "online shopping" ]
+        },
+        general_merchandise_pet_supplies: {
+          classification: :expense,
+          aliases: [ "pet supply", "pet food" ]
+        },
+        general_merchandise_sporting_goods: {
+          classification: :expense,
+          aliases: [ "sporting good", "sport" ]
+        },
+        general_merchandise_superstores: {
+          classification: :expense,
+          aliases: [ "superstore", "retail" ]
+        },
+        general_merchandise_tobacco_and_vape: {
+          classification: :expense,
+          aliases: [ "tobacco", "smoke" ]
+        },
+        general_merchandise_other_general_merchandise: {
+          classification: :expense,
+          aliases: [ "shopping", "merchandise" ]
+        }
+      }
+    },
+    home_improvement: {
+      classification: :expense,
+      aliases: [ "home", "house", "house renovation", "home improvement", "renovation" ],
+      detailed_categories: {
+        home_improvement_furniture: {
+          classification: :expense,
+          aliases: [ "furniture", "furnishing" ]
+        },
+        home_improvement_hardware: {
+          classification: :expense,
+          aliases: [ "hardware", "tool" ]
+        },
+        home_improvement_repair_and_maintenance: {
+          classification: :expense,
+          aliases: [ "repair", "maintenance" ]
+        },
+        home_improvement_security: {
+          classification: :expense,
+          aliases: [ "security", "alarm" ]
+        },
+        home_improvement_other_home_improvement: {
+          classification: :expense,
+          aliases: [ "home improvement", "renovation" ]
+        }
+      }
+    },
+    medical: {
+      classification: :expense,
+      aliases: [ "medical", "healthcare", "health" ],
+      detailed_categories: {
+        medical_dental_care: {
+          classification: :expense,
+          aliases: [ "dental", "dentist" ]
+        },
+        medical_eye_care: {
+          classification: :expense,
+          aliases: [ "eye", "optometrist" ]
+        },
+        medical_nursing_care: {
+          classification: :expense,
+          aliases: [ "nursing", "care" ]
+        },
+        medical_pharmacies_and_supplements: {
+          classification: :expense,
+          aliases: [ "pharmacy", "prescription" ]
+        },
+        medical_primary_care: {
+          classification: :expense,
+          aliases: [ "doctor", "medical" ]
+        },
+        medical_veterinary_services: {
+          classification: :expense,
+          aliases: [ "vet", "veterinary" ]
+        },
+        medical_other_medical: {
+          classification: :expense,
+          aliases: [ "medical", "healthcare" ]
+        }
+      }
+    },
+    personal_care: {
+      classification: :expense,
+      aliases: [ "personal care", "grooming" ],
+      detailed_categories: {
+        personal_care_gyms_and_fitness_centers: {
+          classification: :expense,
+          aliases: [ "gym", "fitness", "exercise", "sport" ]
+        },
+        personal_care_hair_and_beauty: {
+          classification: :expense,
+          aliases: [ "salon", "beauty" ]
+        },
+        personal_care_laundry_and_dry_cleaning: {
+          classification: :expense,
+          aliases: [ "laundry", "cleaning" ]
+        },
+        personal_care_other_personal_care: {
+          classification: :expense,
+          aliases: [ "personal care", "grooming" ]
+        }
+      }
+    },
+    general_services: {
+      classification: :expense,
+      aliases: [ "service", "professional service" ],
+      detailed_categories: {
+        general_services_accounting_and_financial_planning: {
+          classification: :expense,
+          aliases: [ "accountant", "financial advisor" ]
+        },
+        general_services_automotive: {
+          classification: :expense,
+          aliases: [ "auto repair", "mechanic", "vehicle", "car", "car care", "car maintenance", "vehicle maintenance" ]
+        },
+        general_services_childcare: {
+          classification: :expense,
+          aliases: [ "childcare", "daycare" ]
+        },
+        general_services_consulting_and_legal: {
+          classification: :expense,
+          aliases: [ "legal", "attorney" ]
+        },
+        general_services_education: {
+          classification: :expense,
+          aliases: [ "education", "tuition" ]
+        },
+        general_services_insurance: {
+          classification: :expense,
+          aliases: [ "insurance", "premium" ]
+        },
+        general_services_postage_and_shipping: {
+          classification: :expense,
+          aliases: [ "shipping", "postage" ]
+        },
+        general_services_storage: {
+          classification: :expense,
+          aliases: [ "storage" ]
+        },
+        general_services_other_general_services: {
+          classification: :expense,
+          aliases: [ "service" ]
+        }
+      }
+    },
+    government_and_non_profit: {
+      classification: :expense,
+      aliases: [ "government", "non-profit" ],
+      detailed_categories: {
+        government_and_non_profit_donations: {
+          classification: :expense,
+          aliases: [ "donation", "charity", "charitable", "charitable donation", "giving", "gifts and donations", "gifts & donations" ]
+        },
+        government_and_non_profit_government_departments_and_agencies: {
+          classification: :expense,
+          aliases: [ "government", "agency" ]
+        },
+        government_and_non_profit_tax_payment: {
+          classification: :expense,
+          aliases: [ "tax payment", "tax" ]
+        },
+        government_and_non_profit_other_government_and_non_profit: {
+          classification: :expense,
+          aliases: [ "government", "non-profit" ]
+        }
+      }
+    },
+    transportation: {
+      classification: :expense,
+      aliases: [ "transportation", "travel" ],
+      detailed_categories: {
+        transportation_bikes_and_scooters: {
+          classification: :expense,
+          aliases: [ "bike", "scooter" ]
+        },
+        transportation_gas: {
+          classification: :expense,
+          aliases: [ "gas", "fuel" ]
+        },
+        transportation_parking: {
+          classification: :expense,
+          aliases: [ "parking" ]
+        },
+        transportation_public_transit: {
+          classification: :expense,
+          aliases: [ "transit", "bus" ]
+        },
+        transportation_taxis_and_ride_shares: {
+          classification: :expense,
+          aliases: [ "taxi", "rideshare" ]
+        },
+        transportation_tolls: {
+          classification: :expense,
+          aliases: [ "toll" ]
+        },
+        transportation_other_transportation: {
+          classification: :expense,
+          aliases: [ "transportation", "travel" ]
+        }
+      }
+    },
+    travel: {
+      classification: :expense,
+      aliases: [ "travel", "vacation", "trip", "sabbatical" ],
+      detailed_categories: {
+        travel_flights: {
+          classification: :expense,
+          aliases: [ "flight", "airfare" ]
+        },
+        travel_lodging: {
+          classification: :expense,
+          aliases: [ "hotel", "lodging" ]
+        },
+        travel_rental_cars: {
+          classification: :expense,
+          aliases: [ "rental car" ]
+        },
+        travel_other_travel: {
+          classification: :expense,
+          aliases: [ "travel", "trip" ]
+        }
+      }
+    },
+    rent_and_utilities: {
+      classification: :expense,
+      aliases: [ "utilities", "housing", "house", "home", "rent", "rent & utilities" ],
+      detailed_categories: {
+        rent_and_utilities_gas_and_electricity: {
+          classification: :expense,
+          aliases: [ "utility", "electric" ]
+        },
+        rent_and_utilities_internet_and_cable: {
+          classification: :expense,
+          aliases: [ "internet", "cable" ]
+        },
+        rent_and_utilities_rent: {
+          classification: :expense,
+          aliases: [ "rent", "lease" ]
+        },
+        rent_and_utilities_sewage_and_waste_management: {
+          classification: :expense,
+          aliases: [ "sewage", "waste" ]
+        },
+        rent_and_utilities_telephone: {
+          classification: :expense,
+          aliases: [ "phone", "telephone" ]
+        },
+        rent_and_utilities_water: {
+          classification: :expense,
+          aliases: [ "water" ]
+        },
+        rent_and_utilities_other_utilities: {
+          classification: :expense,
+          aliases: [ "utility" ]
+        }
+      }
+    }
+  }
+end

app/models/provider_merchant.rb

@@ -1,5 +1,5 @@
 class ProviderMerchant < Merchant
   enum :source, { plaid: "plaid", synth: "synth", ai: "ai" }
 
-  validates :name, uniqueness: { scope: [ :source, :website_url ] }
+  validates :name, uniqueness: { scope: [ :source ] }
 end

app/models/rule/action_executor/auto_categorize.rb

@@ -1,6 +1,10 @@
 class Rule::ActionExecutor::AutoCategorize < Rule::ActionExecutor
   def label
-    "Auto-categorize transactions"
+    if rule.family.self_hoster?
+      "Auto-categorize transactions with AI ($$)"
+    else
+      "Auto-categorize transactions"
+    end
   end
 
   def execute(transaction_scope, value: nil, ignore_attribute_locks: false)

app/models/rule/action_executor/auto_detect_merchants.rb

@@ -1,6 +1,10 @@
 class Rule::ActionExecutor::AutoDetectMerchants < Rule::ActionExecutor
   def label
-    "Auto-detect merchants"
+    if rule.family.self_hoster?
+      "Auto-detect merchants with AI ($$)"
+    else
+      "Auto-detect merchants"
+    end
   end
 
   def execute(transaction_scope, value: nil, ignore_attribute_locks: false)

app/models/rule/registry/transaction_resource.rb

@@ -12,11 +12,21 @@ class Rule::Registry::TransactionResource < Rule::Registry
   end
 
   def action_executors
-    [
+    enabled_executors = [
       Rule::ActionExecutor::SetTransactionCategory.new(rule),
-      Rule::ActionExecutor::SetTransactionTags.new(rule),
-      Rule::ActionExecutor::AutoDetectMerchants.new(rule),
-      Rule::ActionExecutor::AutoCategorize.new(rule)
+      Rule::ActionExecutor::SetTransactionTags.new(rule)
     ]
+
+    if ai_enabled?
+      enabled_executors << Rule::ActionExecutor::AutoCategorize.new(rule)
+      enabled_executors << Rule::ActionExecutor::AutoDetectMerchants.new(rule)
+    end
+
+    enabled_executors
   end
+
+  private
+    def ai_enabled?
+      Provider::Registry.get_provider(:openai).present?
+    end
 end

app/models/sync.rb

@@ -21,19 +21,19 @@ class Sync < ApplicationRecord
         update!(data: data) if data
 
         complete! unless has_pending_child_syncs?
-      rescue StandardError => error
-        fail! error
-        raise error if Rails.env.development?
-      ensure
+
         Rails.logger.info("Sync completed, starting post-sync")
 
+        syncable.post_sync(self) unless has_pending_child_syncs?
+
         if has_parent?
           notify_parent_of_completion!
-        else
-          syncable.post_sync(self)
         end
 
         Rails.logger.info("Post-sync completed")
+      rescue StandardError => error
+        fail! error
+        raise error if Rails.env.development?
       end
     end
   end

app/models/transaction.rb

@@ -14,4 +14,14 @@ class Transaction < ApplicationRecord
       Search.new(params).build_query(all)
     end
   end
+
+  def set_category!(category)
+    if category.is_a?(String)
+      category = entry.account.family.categories.find_or_create_by!(
+        name: category
+      )
+    end
+
+    update!(category: category)
+  end
 end

app/views/budget_categories/_no_categories.html.erb

@@ -6,7 +6,7 @@
     </p>
 
     <div class="flex items-center gap-2">
-      <%= button_to "Use default categories", bootstrap_categories_path, class: "btn btn--primary" %>
+      <%= button_to "Use defaults (recommended)", bootstrap_categories_path, class: "btn btn--primary" %>
 
       <%= link_to new_category_path, class: "btn btn--outline flex items-center gap-1", data: { turbo_frame: "modal" } do %>
         <%= lucide_icon("plus", class: "w-5 h-5") %>

app/views/categories/_category.html.erb

@@ -10,20 +10,18 @@
   </div>
   <div class="justify-self-end">
     <%= contextual_menu do %>
-      <div class="w-48 p-1 text-sm leading-6 text-primary bg-container shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
-        <%= contextual_menu_modal_action_item t(".edit"), edit_category_path(category) %>
+      <%= contextual_menu_modal_action_item t(".edit"), edit_category_path(category) %>
 
-        <% if category.transactions.any? %>
-          <%= link_to new_category_deletion_path(category),
+      <% if category.transactions.any? %>
+        <%= link_to new_category_deletion_path(category),
               class: "flex items-center w-full rounded-lg text-red-600 hover:bg-red-50 py-2 px-3 gap-2",
               data: { turbo_frame: :modal } do %>
-            <%= lucide_icon "trash-2", class: "shrink-0 w-5 h-5" %>
-            <span class="text-sm"><%= t(".delete") %></span>
-          <% end %>
-        <% else %>
-          <%= contextual_menu_destructive_item t(".delete"), category_path(category), turbo_confirm: nil %>
+          <%= lucide_icon "trash-2", class: "shrink-0 w-5 h-5" %>
+          <span class="text-sm"><%= t(".delete") %></span>
         <% end %>
-      </div>
+      <% else %>
+        <%= contextual_menu_destructive_item t(".delete"), category_path(category), turbo_confirm: nil %>
+      <% end %>
     <% end %>
   </div>
 </div>

app/views/categories/edit.html.erb

@@ -1,3 +1,3 @@
-<%= modal_form_wrapper title: t(".edit") do %>
+<%= modal_form_wrapper title: t(".edit"), overflow_visible: true do %>
   <%= render "form", category: @category, categories: @categories %>
 <% end %>

app/views/categories/index.html.erb

@@ -1,11 +1,20 @@
-
 <header class="flex items-center justify-between">
   <h1 class="text-primary text-xl font-medium"><%= t(".categories") %></h1>
 
-  <%= link_to new_category_path, class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
-    <%= lucide_icon "plus", class: "w-5 h-5" %>
-    <p><%= t(".new") %></p>
-  <% end %>
+  <div class="flex items-center gap-2">
+    <%= contextual_menu do %>
+      <%= contextual_menu_destructive_item "Delete all", destroy_all_categories_path, turbo_confirm: {
+        title: "Delete all categories?",
+        body: "All of your transactions will become uncategorized and this cannot be undone.",
+        accept: "Delete all categories",
+      } %>
+    <% end %>
+
+    <%= link_to new_category_path, class: "btn btn--primary flex items-center gap-1 justify-center", data: { turbo_frame: :modal } do %>
+      <%= lucide_icon "plus", class: "w-5 h-5" %>
+      <p><%= t(".new") %></p>
+    <% end %>
+  </div>
 </header>
 
 <div class="bg-container shadow-border-xs rounded-xl p-4">

app/views/categories/new.html.erb

@@ -1,3 +1,3 @@
-<%= modal_form_wrapper title: t(".new_category") do %>
+<%= modal_form_wrapper title: t(".new_category"), overflow_visible: true do %>
   <%= render "form", category: @category, categories: @categories %>
 <% end %>

app/views/rule/actions/_action.html.erb

@@ -8,7 +8,7 @@
   <%= form.hidden_field :_destroy, value: false, data: { rule__actions_target: "destroyField" } %>
 
   <div class="grow flex gap-2 items-center h-full">
-    <div class="grow shrink-0">
+    <div class="grow">
       <%= form.select :action_type, rule.action_executors.map { |executor| [ executor.label, executor.key ] }, {}, data: { action: "rule--actions#handleActionTypeChange" } %>
     </div>
 

app/views/rules/index.html.erb

@@ -21,7 +21,17 @@
   </div>
 </header>
 
+<% if self_hosted? %>
+  <div class="flex items-center gap-2 mb-2 py-4">
+    <%= lucide_icon("circle-alert", class: "w-4 h-4 text-secondary") %>
+    <p class="text-sm text-secondary">
+      AI-enabled rule actions will cost money.  Be sure to filter as narrowly as possible to avoid unnecessary costs.
+    </p>
+  </div>
+<% end %>
+
 <div class="bg-white shadow-border-xs rounded-xl p-4">
+
   <% if @rules.any? %>
     <div class="rounded-xl bg-gray-25 space-y-1">
       <div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary uppercase">

app/views/shared/_modal.html.erb

@@ -1,8 +1,19 @@
-<%# locals: (content:, reload_on_close:) -%>
+<%# locals: (content:, reload_on_close:, overflow_visible: false) -%>
+
 <%= turbo_frame_tag "modal" do %>
-  <dialog class="focus:outline-none m-auto bg-container shadow-border-xs rounded-2xl max-w-[580px] w-min-content h-fit overflow-auto" data-controller="modal" data-action="mousedown->modal#clickOutside" data-modal-reload-on-close-value="<%= reload_on_close %>">
+  <%= tag.dialog(
+    class: class_names(
+      "focus:outline-none m-auto bg-container rounded-2xl max-w-[580px] w-min-content h-fit shadow-border-xs",
+      overflow_visible ? "overflow-visible" : "overflow-auto"
+    ),
+    data: {
+      controller: "modal",
+      action: "mousedown->modal#clickOutside",
+      modal_reload_on_close_value: reload_on_close
+    }
+  ) do %>
     <div class="flex flex-col">
       <%= content %>
     </div>
-  </dialog>
+  <% end %>
 <% end %>

app/views/shared/_modal_form.html.erb

@@ -1,6 +1,6 @@
-<%# locals: (title:, content:, subtitle: nil) %>
+<%# locals: (title:, content:, subtitle: nil, overflow_visible: false) %>
 
-<%= modal do %>
+<%= modal overflow_visible: overflow_visible do %>
   <article class="mx-auto w-full p-4 space-y-4 min-w-[450px]">
     <div class="space-y-2">
       <header class="flex justify-between items-center">

app/views/trades/_trade.html.erb

@@ -13,11 +13,11 @@
         <div class="max-w-full">
           <%= tag.div class: ["flex items-center gap-2"] do %>
             <div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
-              <%= entry.display_name.first.upcase %>
+              <%= entry.name.first.upcase %>
             </div>
 
             <div class="truncate">
-              <%= link_to entry.display_name,
+              <%= link_to entry.name,
                         entry_path(entry),
                         data: { turbo_frame: "drawer", turbo_prefetch: false },
                         class: "hover:underline hover:text-gray-800" %>

app/views/transactions/_transaction.html.erb

@@ -27,7 +27,7 @@
                   loading: "lazy" %>
             <% else %>
               <%= render "shared/circle_logo",
-                  name: entry.display_name,
+                  name: entry.name,
                   size: "sm" %>
             <% end %>
 
@@ -35,7 +35,7 @@
               <div class="space-y-0.5">
                 <div class="flex items-center gap-1">
                   <%= link_to(
-                        transaction.transfer? ? transaction.transfer.name : entry.display_name,
+                        transaction.transfer? ? transaction.transfer.name : entry.name,
                         transaction.transfer? ? transfer_path(transaction.transfer) : entry_path(entry),
                         data: {
                           turbo_frame: "drawer",

app/views/transactions/show.html.erb

@@ -10,7 +10,7 @@
               class: "space-y-2",
               data: { controller: "auto-submit-form" } do |f| %>
 
-          <%= f.text_field @entry.enriched_at.present? ? :enriched_name : :name,
+          <%= f.text_field :name,
                 label: t(".name_label"),
                 "data-auto-submit-form-target": "auto" %>
 

app/views/valuations/_valuation.html.erb

@@ -19,7 +19,7 @@
           <% end %>
 
           <div class="truncate text-primary">
-            <%= link_to entry.display_name,
+            <%= link_to entry.name,
                         entry_path(entry),
                         data: { turbo_frame: "drawer", turbo_prefetch: false },
                         class: "hover:underline hover:text-gray-800" %>

config/locales/views/categories/en.yml

@@ -15,7 +15,7 @@ en:
     form:
       placeholder: Category name
     index:
-      bootstrap: Use default categories
+      bootstrap: Use defaults (recommended)
       categories: Categories
       categories_expenses: Expense categories
       categories_incomes: Income categories

config/routes.rb

@@ -68,6 +68,7 @@ Rails.application.routes.draw do
     resources :deletions, only: %i[new create], module: :category
 
     post :bootstrap, on: :collection
+    delete :destroy_all, on: :collection
   end
 
   resources :budgets, only: %i[index show edit update], param: :month_year do

db/migrate/20250409121436_user_rule_notifications.rb

@@ -1,6 +0,0 @@
-class UserRuleNotifications < ActiveRecord::Migration[7.2]
-  def change
-    add_column :users, :rule_prompts_disabled, :boolean, default: false
-    add_column :users, :rule_prompt_dismissed_at, :datetime
-  end
-end

db/migrate/20250416235317_add_rules_engine.rb

@@ -1,4 +1,4 @@
-class CreateRules < ActiveRecord::Migration[7.2]
+class AddRulesEngine < ActiveRecord::Migration[7.2]
   def change
     create_table :rules, id: :uuid do |t|
       t.references :family, null: false, foreign_key: true, type: :uuid
@@ -26,5 +26,8 @@ class CreateRules < ActiveRecord::Migration[7.2]
       t.string :value
       t.timestamps
     end
+
+    add_column :users, :rule_prompts_disabled, :boolean, default: false
+    add_column :users, :rule_prompt_dismissed_at, :datetime
   end
 end

db/migrate/20250416235420_add_data_enrichments.rb

@@ -1,4 +1,4 @@
-class DataEnrichmentsAndLocks < ActiveRecord::Migration[7.2]
+class AddDataEnrichments < ActiveRecord::Migration[7.2]
   def change
     create_table :data_enrichments, id: :uuid do |t|
       t.references :enrichable, polymorphic: true, null: false, type: :uuid

db/migrate/20250416235758_merchant_and_category_enrichment.rb

@@ -1,4 +1,4 @@
-class ProviderMerchants < ActiveRecord::Migration[7.2]
+class MerchantAndCategoryEnrichment < ActiveRecord::Migration[7.2]
   def change
     change_column_null :merchants, :family_id, true
     change_column_null :merchants, :color, true
@@ -19,11 +19,16 @@ class ProviderMerchants < ActiveRecord::Migration[7.2]
 
     change_column_null :merchants, :type, false
 
-    # Provider specific columns
     add_column :merchants, :source, :string
     add_column :merchants, :provider_merchant_id, :string
 
     add_index :merchants, [ :family_id, :name ], unique: true, where: "type = 'FamilyMerchant'"
-    add_index :merchants, [ :source, :name, :website_url ], unique: true, where: "type = 'ProviderMerchant'"
+    add_index :merchants, [ :source, :name ], unique: true, where: "type = 'ProviderMerchant'"
+
+    add_column :transactions, :plaid_category, :string
+    add_column :transactions, :plaid_category_detailed, :string
+
+    remove_column :entries, :enriched_name, :string
+    remove_column :entries, :enriched_at, :datetime
   end
 end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_04_15_125256) do
+ActiveRecord::Schema[7.2].define(version: 2025_04_16_235758) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -199,8 +199,6 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_15_125256) do
     t.text "notes"
     t.boolean "excluded", default: false
     t.string "plaid_id"
-    t.datetime "enriched_at"
-    t.string "enriched_name"
     t.jsonb "locked_attributes", default: {}
     t.index ["account_id"], name: "index_entries_on_account_id"
     t.index ["import_id"], name: "index_entries_on_import_id"
@@ -638,6 +636,8 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_15_125256) do
     t.uuid "category_id"
     t.uuid "merchant_id"
     t.jsonb "locked_attributes", default: {}
+    t.string "plaid_category"
+    t.string "plaid_category_detailed"
     t.index ["category_id"], name: "index_transactions_on_category_id"
     t.index ["merchant_id"], name: "index_transactions_on_merchant_id"
   end
@@ -674,9 +674,9 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_15_125256) do
     t.uuid "last_viewed_chat_id"
     t.boolean "show_ai_sidebar", default: true
     t.boolean "ai_enabled", default: false, null: false
+    t.string "theme", default: "system"
     t.boolean "rule_prompts_disabled", default: false
     t.datetime "rule_prompt_dismissed_at"
-    t.string "theme", default: "system"
     t.index ["email"], name: "index_users_on_email", unique: true
     t.index ["family_id"], name: "index_users_on_family_id"
     t.index ["last_viewed_chat_id"], name: "index_users_on_last_viewed_chat_id"

test/controllers/categories_controller_test.rb

@@ -84,7 +84,7 @@ class CategoriesControllerTest < ActionDispatch::IntegrationTest
   end
 
   test "bootstrap" do
-    assert_difference "Category.count", 10 do
+    assert_difference "Category.count", 12 do
       post bootstrap_categories_url
     end
 

test/models/provider/plaid/category_alias_matcher_test.rb

@@ -0,0 +1,136 @@
+require "test_helper"
+
+class Provider::Plaid::CategoryAliasMatcherTest < ActiveSupport::TestCase
+  setup do
+    @family = families(:empty)
+
+    # User income categories
+    @income = @family.categories.create!(name: "Income", classification: "income")
+    @dividend_income = @family.categories.create!(name: "Dividend Income", parent: @income, classification: "income")
+    @interest_income = @family.categories.create!(name: "Interest Income", parent: @income, classification: "income")
+
+    # User expense categories
+    @loan_payments = @family.categories.create!(name: "Loan Payments")
+    @fees = @family.categories.create!(name: "Fees")
+    @entertainment = @family.categories.create!(name: "Entertainment")
+
+    @food_and_drink = @family.categories.create!(name: "Food & Drink")
+    @groceries = @family.categories.create!(name: "Groceries", parent: @food_and_drink)
+    @restaurant = @family.categories.create!(name: "Restaurant", parent: @food_and_drink)
+
+    @shopping = @family.categories.create!(name: "Shopping")
+    @clothing = @family.categories.create!(name: "Clothing", parent: @shopping)
+
+    @home = @family.categories.create!(name: "Home")
+    @medical = @family.categories.create!(name: "Medical")
+    @personal_care = @family.categories.create!(name: "Personal Care")
+    @transportation = @family.categories.create!(name: "Transportation")
+    @trips = @family.categories.create!(name: "Trips")
+
+    @services = @family.categories.create!(name: "Services")
+    @car = @family.categories.create!(name: "Car", parent: @services)
+
+    @giving = @family.categories.create!(name: "Giving")
+
+    @matcher = Provider::Plaid::CategoryAliasMatcher.new(@family.categories)
+  end
+
+  test "matches expense categories" do
+    assert_equal @loan_payments, @matcher.match("loan_payments_car_payment")
+    assert_equal @loan_payments, @matcher.match("loan_payments_credit_card_payment")
+    assert_equal @loan_payments, @matcher.match("loan_payments_personal_loan_payment")
+    assert_equal @loan_payments, @matcher.match("loan_payments_mortgage_payment")
+    assert_equal @loan_payments, @matcher.match("loan_payments_student_loan_payment")
+    assert_equal @loan_payments, @matcher.match("loan_payments_other_payment")
+    assert_equal @fees, @matcher.match("bank_fees_atm_fees")
+    assert_equal @fees, @matcher.match("bank_fees_foreign_transaction_fees")
+    assert_equal @fees, @matcher.match("bank_fees_insufficient_funds")
+    assert_equal @fees, @matcher.match("bank_fees_interest_charge")
+    assert_equal @fees, @matcher.match("bank_fees_overdraft_fees")
+    assert_equal @fees, @matcher.match("bank_fees_other_bank_fees")
+    assert_equal @entertainment, @matcher.match("entertainment_casinos_and_gambling")
+    assert_equal @entertainment, @matcher.match("entertainment_music_and_audio")
+    assert_equal @entertainment, @matcher.match("entertainment_sporting_events_amusement_parks_and_museums")
+    assert_equal @entertainment, @matcher.match("entertainment_tv_and_movies")
+    assert_equal @entertainment, @matcher.match("entertainment_video_games")
+    assert_equal @entertainment, @matcher.match("entertainment_other_entertainment")
+    assert_equal @food_and_drink, @matcher.match("food_and_drink_beer_wine_and_liquor")
+    assert_equal @food_and_drink, @matcher.match("food_and_drink_coffee")
+    assert_equal @food_and_drink, @matcher.match("food_and_drink_fast_food")
+    assert_equal @groceries, @matcher.match("food_and_drink_groceries")
+    assert_equal @restaurant, @matcher.match("food_and_drink_restaurant")
+    assert_equal @food_and_drink, @matcher.match("food_and_drink_vending_machines")
+    assert_equal @food_and_drink, @matcher.match("food_and_drink_other_food_and_drink")
+    assert_equal @shopping, @matcher.match("general_merchandise_bookstores_and_newsstands")
+    assert_equal @clothing, @matcher.match("general_merchandise_clothing_and_accessories")
+    assert_equal @shopping, @matcher.match("general_merchandise_convenience_stores")
+    assert_equal @shopping, @matcher.match("general_merchandise_department_stores")
+    assert_equal @shopping, @matcher.match("general_merchandise_discount_stores")
+    assert_equal @shopping, @matcher.match("general_merchandise_electronics")
+    assert_equal @shopping, @matcher.match("general_merchandise_gifts_and_novelties")
+    assert_equal @shopping, @matcher.match("general_merchandise_office_supplies")
+    assert_equal @shopping, @matcher.match("general_merchandise_online_marketplaces")
+    assert_equal @shopping, @matcher.match("general_merchandise_pet_supplies")
+    assert_equal @shopping, @matcher.match("general_merchandise_sporting_goods")
+    assert_equal @shopping, @matcher.match("general_merchandise_superstores")
+    assert_equal @shopping, @matcher.match("general_merchandise_tobacco_and_vape")
+    assert_equal @shopping, @matcher.match("general_merchandise_other_general_merchandise")
+    assert_equal @home, @matcher.match("home_improvement_furniture")
+    assert_equal @home, @matcher.match("home_improvement_hardware")
+    assert_equal @home, @matcher.match("home_improvement_repair_and_maintenance")
+    assert_equal @home, @matcher.match("home_improvement_security")
+    assert_equal @home, @matcher.match("home_improvement_other_home_improvement")
+    assert_equal @medical, @matcher.match("medical_dental_care")
+    assert_equal @medical, @matcher.match("medical_eye_care")
+    assert_equal @medical, @matcher.match("medical_nursing_care")
+    assert_equal @medical, @matcher.match("medical_pharmacies_and_supplements")
+    assert_equal @medical, @matcher.match("medical_primary_care")
+    assert_equal @medical, @matcher.match("medical_veterinary_services")
+    assert_equal @medical, @matcher.match("medical_other_medical")
+    assert_equal @personal_care, @matcher.match("personal_care_gyms_and_fitness_centers")
+    assert_equal @personal_care, @matcher.match("personal_care_hair_and_beauty")
+    assert_equal @personal_care, @matcher.match("personal_care_laundry_and_dry_cleaning")
+    assert_equal @personal_care, @matcher.match("personal_care_other_personal_care")
+    assert_equal @services, @matcher.match("general_services_accounting_and_financial_planning")
+    assert_equal @car, @matcher.match("general_services_automotive")
+    assert_equal @services, @matcher.match("general_services_childcare")
+    assert_equal @services, @matcher.match("general_services_consulting_and_legal")
+    assert_equal @services, @matcher.match("general_services_education")
+    assert_equal @services, @matcher.match("general_services_insurance")
+    assert_equal @services, @matcher.match("general_services_postage_and_shipping")
+    assert_equal @services, @matcher.match("general_services_storage")
+    assert_equal @services, @matcher.match("general_services_other_general_services")
+    assert_equal @giving, @matcher.match("government_and_non_profit_donations")
+    assert_nil @matcher.match("government_and_non_profit_government_departments_and_agencies")
+    assert_nil @matcher.match("government_and_non_profit_tax_payment")
+    assert_nil @matcher.match("government_and_non_profit_other_government_and_non_profit")
+    assert_equal @transportation, @matcher.match("transportation_bikes_and_scooters")
+    assert_equal @transportation, @matcher.match("transportation_gas")
+    assert_equal @transportation, @matcher.match("transportation_parking")
+    assert_equal @transportation, @matcher.match("transportation_public_transit")
+    assert_equal @transportation, @matcher.match("transportation_taxis_and_ride_shares")
+    assert_equal @transportation, @matcher.match("transportation_tolls")
+    assert_equal @transportation, @matcher.match("transportation_other_transportation")
+    assert_equal @trips, @matcher.match("travel_flights")
+    assert_equal @trips, @matcher.match("travel_lodging")
+    assert_equal @trips, @matcher.match("travel_rental_cars")
+    assert_equal @trips, @matcher.match("travel_other_travel")
+    assert_equal @home, @matcher.match("rent_and_utilities_gas_and_electricity")
+    assert_equal @home, @matcher.match("rent_and_utilities_internet_and_cable")
+    assert_equal @home, @matcher.match("rent_and_utilities_rent")
+    assert_equal @home, @matcher.match("rent_and_utilities_sewage_and_waste_management")
+    assert_equal @home, @matcher.match("rent_and_utilities_telephone")
+    assert_equal @home, @matcher.match("rent_and_utilities_water")
+    assert_equal @home, @matcher.match("rent_and_utilities_other_utilities")
+  end
+
+  test "matches income categories" do
+    assert_equal @dividend_income, @matcher.match("income_dividends")
+    assert_equal @interest_income, @matcher.match("income_interest_earned")
+    assert_equal @income, @matcher.match("income_tax_refund")
+    assert_equal @income, @matcher.match("income_retirement_pension")
+    assert_equal @income, @matcher.match("income_unemployment")
+    assert_equal @income, @matcher.match("income_wages")
+    assert_equal @income, @matcher.match("income_other_income")
+  end
+end