ExpenseBot's AI tagging is good but not perfect. Here's how to fix mistakes — and how to prevent them going forward.
Quick fix: re-tag the row directly
Open your Google Sheet and find the row. Click the Tag cell (column K) and pick the right tag from the dropdown. That's it — saved.
When the same merchant keeps getting tagged wrong
If the same kind of receipt is repeatedly mis-tagged (e.g., your kid's pediatrician keeps showing up as Business), the AI doesn't have enough signal. Two ways to fix:
Option 1: Add a hint to the right tag's description
Open the Tags tab in your spreadsheet. Find the tag you want the receipts to land in (Personal, Business, or a custom tag). In column B (Description), add a line like:
[your existing description text — leave alone]
Pediatrician Smith, Dr. Smith Pediatrics → Personal
Future receipts mentioning that merchant will tag correctly.
Option 2: Re-run the Personal Identifier wizard
If it's a category-level miss (kids stuff, pet supplies, streaming) — re-run the wizard from Settings → Expense Organization → "Improve your Personal tagging" → "Tune your tagging." Updating your answers writes new hints into the Personal description.
When you forward a receipt and it tags wrong
For receipts you forward in (vacation hotels, personal Amazon orders, etc.), use the subject command for guaranteed control:
Subject: Fwd: hotel confirmation tag: Personal
ExpenseBot tags it Personal at 100% confidence regardless of content. Works for any tag — tag: Business, tag: Wedding – Smith, etc.
Bulk re-classification
If a lot of receipts need re-tagging because you just changed a description (or just ran the wizard), check the "Re-classify my existing receipts using these" option when saving. ExpenseBot re-runs classification across all your past receipts using the new hints. Receipts you've already manually tagged with custom tags (Wedding, Realtor, Property, etc.) are protected — only generic Business/Personal rows get reconsidered.
What ExpenseBot won't auto-fix
- A receipt you forwarded with
tag: <something>in the subject — that's a manual override; we trust it 100%. - A row you've manually changed in the spreadsheet — protected from auto re-classification.
- Custom-tagged rows (Wedding – X, Realtor – Y, Property – Z, Client – Q) — protected.
If a row in any of those categories is wrong, fix it directly in the sheet. The auto-classifier won't overwrite your manual choices.
Can't figure it out?
Reply to any ExpenseBot email or use the in-app chat — we'll trace the specific receipt and tell you exactly what hint would have caught it.