Docs/Guides
Category Rules
Send a vendor's transactions to the same category every time.
Auto-categorization rules map vendor name patterns to accounts. When a transaction's merchant name matches a rule's pattern, Solarium automatically fills in the expense category during import and review. Rules are deterministic and auditable — they complement the AI agent's suggestions with a predictable, user-controlled layer.
Endpoints
POSTList Category RulesList auto-categorization rules. Rules map vendor name patterns to accounts. When a transaction's merchant matches a pattern, Solarium auto-fills the category.POSTCreate a Category RuleCreate an auto-categorization rule. The vendorPattern is matched case-insensitively against merchant names. Use SQL ILIKE patterns (% for wildcard).