Words together means all of them. AND, OR and NOT in capitals, "quotes" for an exact phrase, and brackets to group. Searching happens in your browser. What you type is not sent anywhere.
➕ Custom Categories
StatementLock comes with built-in categories like Housing, Groceries, Dining, Travel, Subscriptions, Medical, and many more. But you can create your own to match how you think about your spending.
To add a custom category:
1. Go to the Categories tab
2. At the top, find the ➕ Custom Categories section
3. Type a name (e.g., "Kids Activities", "Boat", "Vacation Fund") and click Add
Your new category immediately appears in the category dropdown in the Rule Builder (🔧 New) and in Insights → Keyword Rules.
To remove a custom category: Click the × next to it in the Categories tab. This only removes the category from the list — transactions already assigned to it keep their category.
Tips:
• Create categories that are meaningful to your household — "Dog Expenses", "Home Renovation", "Mary's Business"
• Keep the list manageable — 5-15 custom categories is usually enough
• Custom categories appear in the AI Financial Report alongside built-in ones
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