Using hashtags or keyword to categorize messages(expenses):
- You can use the hashtag symbol # before a relevant keyword or phrase (without any spaces) in your messages/expenses to categorize those expenses. Using this hashtag or keyword it will be categorized to corresponding financial category based on keyword-category mapping.
- Each category is mapped with a set of keywords or hashtags, and its very easy to change the category, keyword mapping. For example.
- Category Name:”Medical” has keywords: medicine,vaccination,hospital,vaccine,crocin,antibiotic,tablet (You can add more keywords)
- Hashtags or keywords can occur anywhere in the message – at the beginning, middle, or end.
Example: In the Message below, user included the hashtag/keyword #vaccine ( It will work with or without hashtag also ).
|530 rs in vaccine||Medical/Personal Care|
|530 rs in #vaccine||Medical/Personal Care|
In both the examples above hashtag or keywords options work, so use which ever is more convenient for you. Find below the examples of keywords to category mapping:
|Utility Bills||newspaper,paper,wash,car cleaning,airtel,reliance,iron,courier,telephone|
|SAVINGS||PLI,PPF,CHITS,GOLD,MUTUAL FUNDS,MUTUAL FUNDS SIP,POSTAL SAVINGS,|
|Income||salary,rental income,pension,interest,commission,capital gains,maintainence fee,|
|Entertainment & Dining||lunch,dinner,dine,vegetables,eatable,ice cream,tea,snacks,food,breakfast,bread,juice,pizza,movie,park,outing,|
You can add or modify the keywords to categories mapping as per your need and use it while sending SMS/Messages to trackspends.com to categorize it automatically.