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My budgeting app (Monarch) has a system with a lot of parallels. It tries to automatically profile your transactions into a sensible category based on the statement text, and also allows you to set up persistent rules on top to categories it may have messed up. It still has a “we couldn’t categorize this, please help” list it gives you, but I find its recommendations fairly good and I get maybe one transaction a month it can’t figure out.

Same as https://copilot.money, been an awesome service.

Note I’m not affiliated with them, I just enjoy it quite a bit. Here’s a referral code if you want: https://copilot.money/link/oHumEVHZNbPpLVgf9

According to the documentation that's exactly what the "planning mode" is supposed to do.

Correct! :)

As sibling says, video highlights exactly this feature.

That's how it works. The default is to queue it for you for you to approve :)