Option B: Two-Tier with Visual Connections

Top: Structure (Categories + Line Items) | Bottom: Flow (Transactions → Rules → Line Items)

Categories

💰
Income
2 line items
🏠
Housing
2 line items • 1 needs rules
🍔
Food
1 line item
🚗
Transportation
1 line item • 1 needs rules

Line Items

Paycheck
Income
✓ 2 rules
Freelance
Income
✓ 1 rule
Rent
Housing
⚠ No rules
Insurance
Housing
✓ 1 rule
Groceries
Food
✓ 3 rules
Gas
Transportation
⚠ No rules

Transaction Flow Preview

Sample transactions showing how auto-tag rules connect to line items. Click any line item above to see its flow.

SAMPLE TRANSACTION
ACME CORP PAYROLL
11/20/2025
+$2,500.00
AUTO-TAG RULE
Contains "ACME"
✓ Match found
LINE ITEM
💰 Paycheck
Income
SAMPLE TRANSACTION
LANDLORD LLC RENT
11/15/2025
-$1,800.00
AUTO-TAG RULE
No rule defined
⚠ Manual assignment needed
LINE ITEM
🏠 Rent
Housing
SAMPLE TRANSACTION
KROGER #4532
11/10/2025
-$87.43
AUTO-TAG RULE
Contains "KROGER"
✓ Match found (1 of 3 rules)
LINE ITEM
🍔 Groceries
Food
6 Line Items
4 categories
8 Rules Defined
Covering 4 line items
2 Need Rules
Rent, Gas
6 Sample Transactions
4 matched, 2 unmatched

✓ Pros

  • Visual flow shows relationships clearly
  • More breathing room for each section
  • Arrows make connections explicit
  • Easy to spot gaps in rule coverage
  • Top tier focuses on structure, bottom on workflow

✗ Cons

  • More vertical space needed
  • Flow section might feel repetitive if showing many items
  • Requires scrolling between tiers
  • SVG drawing adds complexity