Yes. Once you have tagged a few expenses to a project, client, or trip, ExpenseBot learns the pattern and proposes the same tag on expenses that look like they belong to it.
You confirm. It does not silently retag your data. Suggestions appear for you to accept or ignore, and a tag you set yourself is never overwritten behind your back.
The three kinds of grouping
All three work the same way and can run at once:
- Project — ongoing work with costs spread across weeks or months.
- Client — everything attributable to one customer, which also feeds per-client profit and the Bill Client invoice flow.
- Trip — travel that clusters in time and place. ExpenseBot is comparatively confident here, because a run of expenses in one city over a few days is a strong signal.
Where suggestions show up
- In Review expenses, on the rows they apply to, so you can accept them in a pass.
- On a trip, as a proposal covering the whole cluster rather than one receipt at a time.
Keeping it tidy over a long project
Two Automation Hub settings pair with this, both opt-in: a reminder when expenses are sitting untagged, and a monthly report built automatically for a tag you choose. See "How do I automate expense management?" for both.
If a suggestion is wrong
Ignore it, or set the tag you want — your choice wins. Consistent tagging is what makes the suggestions better, so correcting one is worth the few seconds.
Tags are a cross-cutting dimension, not a replacement for categories: a receipt has one category (the accounting bucket) and can carry a tag (which project, client, or trip it belongs to). See "What is the difference between categories and tags?"