Compass v0.3.80

Hello, @here !

Compass 0.3.80 — Smart Categorization

Auto-Categorization

• 100+ new rules covering the most common real-world merchants: Amazon, Walmart, Instacart, Apple, Racetrac, QT, CVS, Walgreens, Waffle House, DashPass, Progressive, and many more
• 6 new system categories: Gas & Fuel, Subscriptions, Insurance, Bank Fees, Transfers, Gifts & Donations
• Description normalization — bank format noise like DD *, IC* , PP*, and *1A52U9IQ3 trailing codes are stripped before matching, so merchants are correctly identified regardless of how your bank formats the description
• Regex rule support — rules can now use regular expressions in addition to contains and starts_with
• Transfers excluded from expenses — internal bank transfers, Keep the Change, Zelle, Venmo, and credit card payments are routed to the new Transfers category and excluded from all expense totals, reports, and agent calculations

✦ Auto-Categorize Button

• One-click Auto-Categorize on the Transactions page re-runs all rules against your existing uncategorized transactions
• Uses the same batched engine as the importer — completes in under a second regardless of transaction count

Rules Manager

• New ⚙ Rules button on the Transactions page opens a full rules manager
• View all 130+ system rules and all your custom rules in one place
• Add, delete, and configure custom rules (pattern, match type, category, priority) without touching any settings

Learn from Corrections

• When you manually change a transaction's category, a "Create Rule?" prompt appears
• One click creates a permanent rule so future imports are auto-categorized correctly

Agent Insights (5 new)

• Top merchants — highlights your top 3 spending merchants this month
• Food delivery ratio — flags when delivery apps are >30% of your food budget and estimates monthly savings from cooking more
• Subscription summary — lists all detected subscription charges and their monthly total
• Paycheck expected — predicts your next deposit date based on your pay cycle (shown within a 14-day window)
• Overdraft alert — fires when Bank Fee transactions are detected this month