Workflow Guide
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Workflow Guide
Spending Analysis
How to Connect Heritage Bank - Personal for Spending Analysis
Classify merchant activity, recurring charges, and category trends for daily cash-flow control.
Classify merchant activity, recurring charges, and category trends for daily cash-flow control.
Connect the institution and confirm account scopes for transaction syncing.
Normalize transaction categories, recurring merchants, and transfer mappings.
Run weekly exception reviews for large merchant shifts and category drift.