> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ai2fin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto type detection — classify expenses and income

> Automatically classify imported transactions as expenses, income, or transfers using AI2Fin's pattern recognition and amount analysis. No manual tagging needed.

## Auto Type Detection

Auto Type Detection automatically identifies transaction types (transfers, expenses, incomes) from your input data. This intelligent feature analyzes transaction patterns and amounts to automatically classify transactions without manual intervention.

<Card title="Access Auto Type Detection" icon="target" href="https://app.ai2fin.com/#/all-transactions" horizontal>
  Navigate to All Transactions to see auto type detection in action.
</Card>

## How Auto Type Detection Works

### Automatic Classification

<CardGroup cols={2}>
  <Card title="Intelligent Detection" icon="brain">
    **Current Features:**

    * Automatic transaction type identification
    * Recognizes recurring and one-off patterns
    * Accurate classification you can trust
    * Real-time type detection on import
    * Works across all your data sources
  </Card>

  <Card title="Transaction Classification" icon="target">
    **Available Types:**

    * **Expenses**: Negative amounts, outgoing transactions
    * **Income**: Positive amounts, incoming transactions
    * **Transfers**: Internal account movements
    * **Business vs Personal**: Context-based classification
    * **Recurring vs One-time**: Pattern-based detection
  </Card>
</CardGroup>

### How It Works

<Steps>
  <Step title="Data Analysis">
    AI analyzes transaction patterns from input data sources.
  </Step>

  <Step title="Type Classification">
    Automatically identifies transaction types based on amount and context.
  </Step>

  <Step title="Pattern Recognition">
    Detects spending patterns and financial behaviors.
  </Step>

  <Step title="Smart Suggestions">
    Provides intelligent recommendations for transaction handling.
  </Step>
</Steps>

## Integration with Platform Features

### Data Processing Integration

<AccordionGroup>
  <Accordion title="Input Source Integration">
    **Data Sources:**

    * CSV imports with automatic type detection
    * PDF bank statements with smart parsing
    * Manual entries with intelligent suggestions
    * Email receipt processing — forward a receipt and it's classified for you
    * Bank connectors (coming soon)

    **Processing Features:**

    * Patterns spotted across all your sources
    * Consistent classification everywhere
    * Your data correlated automatically
    * Types assigned for you on import
  </Accordion>

  <Accordion title="AI Enhancement">
    **AI-Powered Features:**

    * Automatic type detection that learns your habits
    * Recognizes recurring patterns and behaviors
    * Context-aware classification
    * Gets sharper as you confirm and correct

    **Smart Features:**

    * Confidence scoring so you know what to review
    * Your feedback shapes future results
    * Adapts as your spending changes
    * Accuracy improves over time
  </Accordion>
</AccordionGroup>

## Current Implementation

### Available Features

<CardGroup cols={2}>
  <Card title="Automatic Detection" icon="magic">
    **Working Now:**

    * Automatic expense/income detection
    * Transfer identification
    * Amount-based classification
    * Pattern recognition
  </Card>

  <Card title="Smart Categorization" icon="brain">
    **AI Integration:**

    * AI-powered categorization
    * Merchant identification
    * Tax deductibility analysis
    * Business use detection
  </Card>
</CardGroup>

## Navigation & Usage

### How to Access Auto Type Detection

<Steps>
  <Step title="Import Data">
    Upload CSV files or PDF bank statements to trigger automatic type detection.
  </Step>

  <Step title="View Results">
    Go to All Transactions to see automatically detected transaction types.
  </Step>

  <Step title="Review & Adjust">
    Review automatic classifications and make adjustments as needed.
  </Step>

  <Step title="Provide Feedback">
    Accept or reject AI suggestions to improve future detection accuracy.
  </Step>
</Steps>

### Integration with Other Features

<AccordionGroup>
  <Accordion title="Smart Categorization Integration">
    **Seamless Integration:**

    * Auto type detection feeds into categorization
    * Combined AI analysis for better accuracy
    * Unified processing pipeline
    * Enhanced pattern recognition

    **Workflow:**

    1. Auto detect transaction type
    2. Apply smart categorization
    3. Generate tax analysis
    4. Provide user feedback options
  </Accordion>

  <Accordion title="Pattern Analysis Integration">
    **Pattern Recognition:**

    * Type detection enables pattern analysis
    * Recurring transaction identification
    * Spending pattern recognition
    * Anomaly detection

    **Analytics:**

    * Type-based spending analysis
    * Pattern trend identification
    * Predictive type classification
    * Behavioral insights
  </Accordion>
</AccordionGroup>

***

**Ready to explore more features?** Check out [Smart Categorization](/features/smart-categorisation) for AI-powered categorization or [Transaction Management](/guides/transaction-management) for overall transaction handling.

*Auto Type Detection - Intelligent transaction classification for streamlined financial management.*