Mint-Style Web Category Rule Editor

WHAT IT DOES

This tool brings Mint-style transaction categorization to any financial website. It scans transaction tables on the page for merchant names, amounts, and dates, then lets you create custom rules that automatically categorize transactions. Rules can be based on keywords in the merchant name (e.g., "Starbucks" → Coffee) or amount ranges (e.g., "$100-$500" → Utilities). Re-categorized transactions are highlighted with a blue badge, and the panel shows a category distribution summary with spending percentages. The tool works on banking sites, credit card portals, investment accounts, or any page with tabular transaction data.

WHERE IT RUNS

The script activates on any website (*://*/*), automatically detecting transaction tables and list-based transaction layouts. It uses intelligent heuristics to identify merchant names, amounts, and dates from common financial page structures. The panel appears as a draggable overlay that stays accessible across page navigation.

HOW TO USE

Navigate to a page containing transaction data. The panel will scan and display detected transactions. To create a rule, enter a keyword (e.g., "Amazon") or an amount range (e.g., "10-50" for $10 to $50), select the rule type, and enter a category name. Click "Add Rule" — the rule is saved and applied immediately if auto-apply is enabled. Use the toggle buttons to enable or disable individual rules. The "Apply Rules" button manually re-runs all rules on the current transactions. The "Scan" button re-scans the page for transactions, and "Clear Rules" removes all rules. Use "Export" to save your rules and transaction data as JSON for backup.

THE TECHNICAL MECHANISM

The script employs a multi-strategy DOM extraction approach for transaction detection. It first scans all tables on the page, looking for rows with at least three cells, then validates each row for the presence of a date pattern and an amount pattern (including currency symbols and decimal values). When table-based extraction yields no results, it falls back to class-based selectors targeting common transaction containers (.transaction, .tx, .entry, etc.). The rule engine evaluates rules in order of definition — the first matching rule determines the category. Keyword rules perform case-insensitive substring matching on the merchant field. Amount rules support ranges with lower and upper bounds, with infinite bounds supported via omitting values. Re-categorized transactions are visually highlighted and tracked for the summary display. All rules are persisted using GM_setValue with automatic saving after each modification.

THE PANEL

The panel is fully draggable by its header and remembers its position on the page across sessions. It can be collapsed to a small bubble using the minimize button, then restored by clicking the bubble. The panel resizes automatically to fit its content and can be closed with the Escape key or by clicking the close button. The panel's position and state persist globally, so it returns to the same location on subsequent visits.

PLEASE NOTE

Requires the free BotGentz extension to run. This tool works across different financial websites, but page structure varies widely — detection may not work on every site. Updates may be released to improve compatibility. All transaction data and rules are stored locally in your browser and are never transmitted externally. This tool is for informational purposes only and does not provide financial advice. The script does not modify your account data or perform any transactions on your behalf.