Merchant Memory — GigBooks Learns Your Corrections

One of GigBooks' most useful features is merchant memory — it learns from your corrections and applies them automatically.

How it works

1. You upload a statement and the AI categorizes "LCBO" as Personal — Shopping
2. You correct it to Business Entertainment (for a client event)
3. Next time you upload and "LCBO" appears, GigBooks automatically uses your correction — no AI call needed

What's saved

For each correction, GigBooks stores:

• The merchant name pattern (e.g., "LCBO", "UBER TRIP")
• Your chosen category
• A confidence of "user_confirmed"

Priority order

When categorizing, GigBooks checks in this order:

1. Your personal merchant mappings (highest priority)
2. Global patterns from all users (aggregated, anonymized)
3. AI categorization (lowest priority)

Syncing across devices

Merchant memory is saved to your browser's local storage. On Pro and Max plans, it also syncs to the cloud so it works across devices.

Tips

• Merchant memory uses pattern matching, so "UBER TRIP" and "UBER EATS" are tracked separately
• You can see your saved mappings in the Business Settings page
• Corrections help improve the system for all users (anonymized and aggregated)