From e446c4097ac177681974ef1a1dd805cb87463f2f Mon Sep 17 00:00:00 2001
From: Dane Sabo <yourstruly@danesabo.com>
Date: Mon, 25 May 2026 21:05:38 -0400
Subject: [PATCH] Migration: rebuild battle-test learnings + opening-balance
 orphan fix

- build_rebuild_dataset.py: subtract orphan paired-transfer amounts from
  destination card's derived opening; html.unescape descriptions.
- merchant_map.json: +110 auto-tail rules from rebuild long-tail, +20
  recurring rules + 135 auto-cluster acceptances; stripped all cached
  account_ids; Rock Auto -> Z(Mizumi) review:true; Duquesne Light ->
  Utilities; categories stripped from _auto_tail rules per user policy.
- migration/README.md: 'Lessons from the first rebuild' section.
- migration/rebuild_clusters.{json,md}: clustering proposal artifact.
---
 merchant_map.json                  | 1771 +++++++++++++++++++++++++++-
 migration/README.md                |   29 +
 migration/build_rebuild_dataset.py |   22 +-
 migration/rebuild_review.html      |   25 +-
 sam-bachelor-party-invoice.pdf     |   86 ++
 5 files changed, 1876 insertions(+), 57 deletions(-)
 create mode 100644 sam-bachelor-party-invoice.pdf

diff --git a/merchant_map.json b/merchant_map.json
index 59a78a6..19668ab 100644
--- a/merchant_map.json
+++ b/merchant_map.json
@@ -5,10 +5,1711 @@
     "daily_cash_adjustment": "'DAILY CASH ADJUSTMENT' => Apple Card Daily Cash; the ADJUSTMENT is NEGATIVE cashback income (clawback on a return). Sign follows amount; revenue acct 'Apple Card Cashback'."
   },
   "rules": [
+    {
+      "match": "SETTEBELLO LLC - S260 S",
+      "account_name": "Settebello Llc",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "AIRBNB * HMJPZQ3FCN 888 BRANNAN",
+      "account_name": "Airbnb Hmjpzq Fcn Brannan",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "DOLLY'S BOOKSTORE",
+      "account_name": "Dolly's Bookstore",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MAMACITASMEXICANBI300 ADAMS",
+      "account_name": "Mamacitasmexicanbi Adams",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "EINSTEIN BROS. BENEQPS3700 OHARA",
+      "account_name": "Einstein Bros. Beneqps Ohara",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MARIO'S EAST SIDE5442 WALNU",
+      "account_name": "Mario's East Side Walnu",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "RENTAPPLICATION",
+      "account_name": "Rentapplication",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "POTOMAC BQPS1530 POTOM",
+      "account_name": "Potomac Bqps Potom",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "EAT_N_PARK #0044 100 PARK MANOR",
+      "account_name": "Eat Park Park Manor",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "GIANT-EAGLE",
+      "account_name": "Giant Eagle",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "J. CREW FACTORY",
+      "account_name": "J. Crew Factory",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BELVEDERES ULTRA-D4016 BUTLE",
+      "account_name": "Belvederes Ultra Butle",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "WAL-MART",
+      "account_name": "Wal Mart",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "NASCAR CUP SERIES",
+      "account_name": "Nascar Cup Series",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "1Z9F1752039500088455 GLENLAK",
+      "account_name": "Glenlak",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MARGAUX - EAST LIB5947 PENN",
+      "account_name": "Margaux East Lib Penn",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "DEY'S DONUTS & HOT1190 N",
+      "account_name": "Dey's Donuts Hot",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HOOVER DAM PARK/TOUR 81 HOOVER A",
+      "account_name": "Hoover Dam Park Tour",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LSP*NOMAD TAQUERIA BEE18485 W CO",
+      "account_name": "Lsp Nomad Taqueria Bee",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LOVE'S",
+      "account_name": "Love's",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CTLP*3D VENDING OH 10456 RIVERSI",
+      "account_name": "Ctlp Vending Oh Riversi",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ROLLIER'S HARDWARE",
+      "account_name": "Rollier's Hardware",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CTLP*VEND 1800-766-8722590 ELM R",
+      "account_name": "Ctlp Vend Elm",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CHESTNUT HILLS - SQUIR5889 FORBE",
+      "account_name": "Chestnut Hills Squir Forbe",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CVS/PHARMACY #05094 328 COCHRAN",
+      "account_name": "Cvs Pharmacy Cochran",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PITT-CAMPUS REC OFFICE3719 TERRA",
+      "account_name": "Pitt Campus Rec Office",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CONDADO TACOS - D971 LIBERT",
+      "account_name": "Condado Tacos Libert",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SHORTY'S NORTH SH353 N SHOR",
+      "account_name": "Shorty's North Sh Shor",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CAPPY'SCAFE",
+      "account_name": "Cappy'scafe",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SHREEMADHQPS101 ST JOH",
+      "account_name": "Shreemadhqps St Joh",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CVS/PHARMACY #02348 3422 FORBES",
+      "account_name": "Cvs Pharmacy Forbes",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "TINA'S COCKTAIL B4114 MAIN",
+      "account_name": "Tina's Cocktail Main",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "WITHDRAWAL XXXXX8118 WITHDRAWAL XXXXX8118",
+      "account_name": "Withdrawal Xxxxx8118 Withdrawal Xxxxx8118",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "OWLFEATHERS WATERC5860 DARLI",
+      "account_name": "Owlfeathers Waterc5860 Darli",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SHAKE SHACK CONC A SLC474",
+      "account_name": "Shake Shack Conc A Slc474",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SETTEBELLO LLC S260 S",
+      "account_name": "Settebello Llc S260 S",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "DIAMOND PARKING",
+      "account_name": "Diamond Parking",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "UTAH MAIN CAMPUS STORE270 S",
+      "account_name": "Utah Main Campus Store270 S",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "UU VISITOR PARKING Q40311 FORT",
+      "account_name": "Uu Visitor Parking Q40311 Fort",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "AIRBNB HMJPZQ3FCN",
+      "account_name": "Airbnb Hmjpzq3fcn",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CRYSTAL INN SLC",
+      "account_name": "Crystal Inn Slc",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PARK CITY DESSERTS401 MAIN S",
+      "account_name": "Park City Desserts401 Main S",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "7-ELEVEN FOOD STORES 525 MAIN ST",
+      "account_name": "7-eleven Food Stores 525 Main St",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PARK CITY PARKING SERV445 MARSAC",
+      "account_name": "Park City Parking Serv445 Marsac",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "DOLLYS BOOKSTORE",
+      "account_name": "Dollys Bookstore",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BLACK SHEEP CAFE",
+      "account_name": "Black Sheep Cafe",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CULVERS SOUTH JORDAN",
+      "account_name": "Culvers South Jordan",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HUDSON ST2380",
+      "account_name": "Hudson St2380",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SPO MAMACITASMEXICANBI300 ADAMS",
+      "account_name": "Spo Mamacitasmexicanbi300 Adams",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CRANBERRY FITNESS CENT1000 WESTI",
+      "account_name": "Cranberry Fitness Cent1000 Westi",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "RED ROBIN NO",
+      "account_name": "Red Robin No",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ORDERENGINE",
+      "account_name": "Orderengine",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ROCK AUTO",
+      "account_name": "Rock Auto",
+      "type": "withdrawal",
+      "category": "Z (Mizumi)",
+      "review": true
+    },
+    {
+      "match": "SP ICT BILLET",
+      "account_name": "Sp Ict Billet",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SALOON OF",
+      "account_name": "Saloon Of",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "GOING GOING GONE",
+      "account_name": "Going Going Gone",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "J CREW FACTORY",
+      "account_name": "J Crew Factory",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "EINSTEIN BROS BENEQPS3700 OHARA",
+      "account_name": "Einstein Bros Beneqps3700 Ohara",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PA COURTS FINES AND CO601 COMMON",
+      "account_name": "Pa Courts Fines And Co601 Common",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "RAISING CANES",
+      "account_name": "Raising Canes",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MARIOS EAST SIDE5442 WALNU",
+      "account_name": "Marios East Side5442 Walnu",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "JAPANPARTSC TOKYOTO MINATOKU KIT",
+      "account_name": "Japanpartsc Tokyoto Minatoku Kit",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ZG RENTAPPLICATION",
+      "account_name": "Zg Rentapplication",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MT LEBANON - PARKMOBIL710 WASHIN",
+      "account_name": "Mt Lebanon - Parkmobil710 Washin",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MT. LEBANON - FLOWBIRD710 WASHIN",
+      "account_name": "Mt. Lebanon - Flowbird710 Washin",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SP DARN TOUGH",
+      "account_name": "Sp Darn Tough",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BP 1797700POTOMAC BQPS1530 POTOM",
+      "account_name": "Bp 1797700potomac Bqps1530 Potom",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FIORI S PIZZARIA",
+      "account_name": "Fiori S Pizzaria",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BIG BUCK SPORT SHOP",
+      "account_name": "Big Buck Sport Shop",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "OMAR S HALAL GRILL",
+      "account_name": "Omar S Halal Grill",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "JIMMY JOHNS",
+      "account_name": "Jimmy Johns",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "THE TIRE RACK",
+      "account_name": "The Tire Rack",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FORBES STREET QPS3955 FORBES",
+      "account_name": "Forbes Street Qps3955 Forbes",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "EAT N PARK",
+      "account_name": "Eat N Park",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PAGE DAIRY MART",
+      "account_name": "Page Dairy Mart",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FREETAXUSACOM PO BOX",
+      "account_name": "Freetaxusacom Po Box",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "KELLYS WAY VALERO",
+      "account_name": "Kellys Way Valero",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BARNES &AMP NOBLE",
+      "account_name": "Barnes &amp Noble",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BELVEDERES ULTRA D4016 BUTLE",
+      "account_name": "Belvederes Ultra D4016 Butle",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "TRACE BREWING",
+      "account_name": "Trace Brewing",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PITT UNIV PARKING",
+      "account_name": "Pitt Univ Parking",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LONGHORN STK EC",
+      "account_name": "Longhorn Stk Ec",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "WAL MART",
+      "account_name": "Wal Mart",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FOXS PIZZA DEN BROOKLI902 BROOKL",
+      "account_name": "Foxs Pizza Den Brookli902 Brookl",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "TM NASCAR CUP SERIES",
+      "account_name": "Tm Nascar Cup Series",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "7-ELEVEN 36193 999 GREENTREE RD",
+      "account_name": "7-eleven 36193 999 Greentree Rd",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ROW HOUSE CINEMA",
+      "account_name": "Row House Cinema",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "UPS 1Z9F1752039500088455 GLENLAK",
+      "account_name": "Ups 1z9f1752039500088455 Glenlak",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PAINTING WITH A TWIST",
+      "account_name": "Painting With A Twist",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MARGAUX EAST LIB5947 PENN",
+      "account_name": "Margaux East Lib5947 Penn",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "THRIFTY SKI RENTAL",
+      "account_name": "Thrifty Ski Rental",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "IRON BORN PIZZA",
+      "account_name": "Iron Born Pizza",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PAPA JS TWIN PLAZA2016 SMALL",
+      "account_name": "Papa Js Twin Plaza2016 Small",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LOWES",
+      "account_name": "Lowes",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LGB BUSINESS JRN SHOP LONG",
+      "account_name": "Lgb Business Jrn Shop Long",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "DEYS DONUTS &AMP HOT1190 N",
+      "account_name": "Deys Donuts &amp Hot1190 N",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SENOR BIRRIA LOS ALAMI11151 LOS",
+      "account_name": "Senor Birria Los Alami11151 Los",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HOOVER DAM SOUVENIR AN81 HOOVER",
+      "account_name": "Hoover Dam Souvenir An81 Hoover",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CULVERS KINGMAN AIRWAY1737 AIRWA",
+      "account_name": "Culvers Kingman Airway1737 Airwa",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SP NEVER SUMMER IND",
+      "account_name": "Sp Never Summer Ind",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HOOVER DAM PARK TOUR",
+      "account_name": "Hoover Dam Park Tour",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ROCK GARDEN EATERY670 EAST H",
+      "account_name": "Rock Garden Eatery670 East H",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "IN-N-OUT LV - RUSSELL 3397 W. RU",
+      "account_name": "In-n-out Lv - Russell 3397 W. Ru",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "EXXON RR THOMPSON 7ELE460 SOUTH",
+      "account_name": "Exxon Rr Thompson 7ele460 South",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ORDERVILLE ENTP SINCLA15 E STATE",
+      "account_name": "Orderville Entp Sincla15 E State",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "LSP NOMAD TAQUERIA BEE18485 W",
+      "account_name": "Lsp Nomad Taqueria Bee18485 W",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "KINGSIDE DINER EX6170 DELMA",
+      "account_name": "Kingside Diner Ex6170 Delma",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "AC HOTEL CLAYTON",
+      "account_name": "Ac Hotel Clayton",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CTLP 3D VENDING",
+      "account_name": "Ctlp 3d Vending",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "AIR FORCE MUSEUM F1100 SPAAT",
+      "account_name": "Air Force Museum F1100 Spaat",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PTC EZ PASS AUTO RE",
+      "account_name": "Ptc Ez Pass Auto Re",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "TRADER JOE S",
+      "account_name": "Trader Joe S",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "STEAM PURCHASE",
+      "account_name": "Steam Purchase",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "ROLLIERS HARDWARE",
+      "account_name": "Rolliers Hardware",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FIORI S PIZZA",
+      "account_name": "Fiori S Pizza",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PARKING",
+      "account_name": "Parking",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "GREY PARROT CONSIG322 CASTLE",
+      "account_name": "Grey Parrot Consig322 Castle",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "AMK ACRISURE CONCESSIO500 ART RO",
+      "account_name": "Amk Acrisure Concessio500 Art Ro",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PANDA SUPERMARKET",
+      "account_name": "Panda Supermarket",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "GATEWAYCENTER",
+      "account_name": "Gatewaycenter",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BURGHERS BREWING MILLV400 GRANT",
+      "account_name": "Burghers Brewing Millv400 Grant",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CHESTNUT HILLS SQUIR5889 FORBE",
+      "account_name": "Chestnut Hills Squir5889 Forbe",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "STBC PITTSBURGH",
+      "account_name": "Stbc Pittsburgh",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HALF CROWN HILL OR600 N",
+      "account_name": "Half Crown Hill Or600 N",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PITT CAMPUS REC OFFICE3719 TERRA",
+      "account_name": "Pitt Campus Rec Office3719 Terra",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CONVENTION CTR GARAGE",
+      "account_name": "Convention Ctr Garage",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "CONDADO TACOS D971 LIBERT",
+      "account_name": "Condado Tacos D971 Libert",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SHORTYS NORTH SH353 N SHOR",
+      "account_name": "Shortys North Sh353 N Shor",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PONDEROSA GOLF COURSE",
+      "account_name": "Ponderosa Golf Course",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "THE DOG PENN",
+      "account_name": "The Dog Penn",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SPO CAPPYSCAFE",
+      "account_name": "Spo Cappyscafe",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "MARATHON PETRO188011",
+      "account_name": "Marathon Petro188011",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BP 2695000SHREEMADHQPS101",
+      "account_name": "Bp 2695000shreemadhqps101",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "HOP FARM BREWING",
+      "account_name": "Hop Farm Brewing",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "FOOD FOR THOUGHT",
+      "account_name": "Food For Thought",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "GOODWILL OF SW",
+      "account_name": "Goodwill Of Sw",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "7-ELEVEN 40172 3505 LIBRARY RD C",
+      "account_name": "7-eleven 40172 3505 Library Rd C",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "SP MR JONES WATCHES",
+      "account_name": "Sp Mr Jones Watches",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "TINAS COCKTAIL B4114 MAIN",
+      "account_name": "Tinas Cocktail B4114 Main",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "PITT BOOK CENTER",
+      "account_name": "Pitt Book Center",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "BUFFALO WILD WNGS",
+      "account_name": "Buffalo Wild Wngs",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "COSTCO ANNUAL MEMBERSHIP RE",
+      "account_name": "Costco Annual Membership Re",
+      "type": "withdrawal",
+      "_auto_tail": true
+    },
+    {
+      "match": "RNK PITTSBURGH",
+      "account_name": "Roots Natural Kitchen",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "WWW COSTCO COM",
+      "account_name": "Costco",
+      "category": "Groceries",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HOFBRAUHAUS",
+      "account_name": "Hofbrauhaus Pittsburgh",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HEMINGWAY",
+      "account_name": "Hemingway's Cafe",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PAM PITTSBURGH PARKING",
+      "account_name": "Pittsburgh Parking Authority",
+      "category": "Auto: Parking",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BOROUGH OF DORMONT",
+      "account_name": "Borough of Dormont",
+      "category": "Auto: Parking",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BRUSTER",
+      "account_name": "Bruster's",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "COSTCO ONLINE RX",
+      "account_name": "Costco Pharmacy",
+      "category": "Medical",
+      "type": "withdrawal"
+    },
+    {
+      "match": "DICKS SPORTING|DICK'S SPORTING",
+      "account_name": "Dick's Sporting Goods",
+      "category": "Clothes",
+      "type": "withdrawal",
+      "regex": true
+    },
+    {
+      "match": "FUKU TEA",
+      "account_name": "Fuku Tea",
+      "category": "Coffee",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SPORTS CAR CLUB",
+      "account_name": "SCCA",
+      "category": "Recreation: Racing",
+      "type": "withdrawal"
+    },
+    {
+      "match": "WHOLE FOODS",
+      "account_name": "Whole Foods",
+      "category": "Groceries",
+      "type": "withdrawal"
+    },
+    {
+      "match": "VILLA FRESH ITALI",
+      "account_name": "Villa Fresh Italian",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "MT LEBANON GOLF",
+      "account_name": "Mt Lebanon Golf Course",
+      "category": "Recreation: Golf",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BOOZY BARR",
+      "account_name": "Boozy Barre",
+      "category": "Groceries",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SMITHS-FUEL",
+      "account_name": "Smith's Fuel",
+      "category": "Auto: Fuel",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SUMMIT RACING",
+      "account_name": "Summit Racing",
+      "category": "Z (Mizumi)",
+      "type": "withdrawal"
+    },
+    {
+      "match": "MILKSHAKE FACT",
+      "account_name": "The Milkshake Factory",
+      "category": "Restaurants",
+      "type": "withdrawal"
+    },
+    {
+      "match": "WM SUPERCENTER",
+      "account_name": "Walmart",
+      "category": "Groceries",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ZOHO",
+      "account_name": "Zoho",
+      "category": "Subscriptions",
+      "type": "withdrawal"
+    },
+    {
+      "match": "GOMOBILEPGH",
+      "account_name": "GomobilePGH",
+      "type": "withdrawal",
+      "category": "Auto: Parking"
+    },
+    {
+      "match": "AUTOZONE",
+      "account_name": "Autozone",
+      "type": "withdrawal",
+      "category": "Auto: Fees"
+    },
+    {
+      "match": "SUNOCO",
+      "account_name": "Sunoco",
+      "type": "withdrawal",
+      "category": "Auto: Fuel"
+    },
+    {
+      "match": "COSTCO WHSE",
+      "account_name": "Costco Whse",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HARBOR FREIGHT TOOLS",
+      "account_name": "Harbor Freight Tools",
+      "type": "withdrawal",
+      "category": "Tools"
+    },
+    {
+      "match": "PETCO",
+      "account_name": "Petco",
+      "type": "withdrawal",
+      "category": "Pets"
+    },
+    {
+      "match": "CHICK-FIL-A",
+      "account_name": "Chick-fil-A",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "COSTCO GAS",
+      "account_name": "Costco Gas",
+      "type": "withdrawal",
+      "category": "Auto: Fuel"
+    },
+    {
+      "match": "D J*WSJ",
+      "account_name": "D J*wsj",
+      "type": "withdrawal",
+      "category": "Subscriptions"
+    },
+    {
+      "match": "ROCKAUTO",
+      "account_name": "Rockauto",
+      "type": "withdrawal",
+      "category": "Z (Mizumi)",
+      "review": true
+    },
+    {
+      "match": "UNIVERSITY CLUB",
+      "account_name": "University Club",
+      "type": "withdrawal",
+      "category": "Education"
+    },
+    {
+      "match": "CHIKN OAKLAND",
+      "account_name": "Chikn Oakland",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "RAISING CANE'S",
+      "account_name": "Raising Cane's",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "BARNES & NOBLE",
+      "account_name": "Barnes & Noble",
+      "type": "withdrawal"
+    },
+    {
+      "match": "LOWE'S",
+      "account_name": "Lowe's",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PMUSA",
+      "account_name": "PMUSA",
+      "type": "withdrawal",
+      "category": "Other"
+    },
+    {
+      "match": "HOME DEPOT",
+      "account_name": "Home Depot",
+      "type": "withdrawal"
+    },
+    {
+      "match": "REI",
+      "account_name": "REI",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TARGET",
+      "account_name": "Target",
+      "type": "withdrawal"
+    },
+    {
+      "match": "THE SALOON OF",
+      "account_name": "The Saloon Of",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "BEST BUY",
+      "account_name": "Best Buy",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CHECK",
+      "account_name": "Check",
+      "type": "withdrawal"
+    },
+    {
+      "match": "EXPEDIA",
+      "account_name": "Expedia",
+      "type": "withdrawal",
+      "category": "Travel"
+    },
+    {
+      "match": "MICHAELS STORES",
+      "account_name": "Michaels Stores",
+      "type": "withdrawal",
+      "category": "Other"
+    },
+    {
+      "match": "RITA'S",
+      "account_name": "Rita's",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "ALS CORNER",
+      "account_name": "Als Corner",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CVS PHARMACY",
+      "account_name": "CVS Pharmacy",
+      "type": "withdrawal",
+      "category": "Medical"
+    },
+    {
+      "match": "DUNKIN",
+      "account_name": "Dunkin",
+      "type": "withdrawal",
+      "category": "Coffee"
+    },
+    {
+      "match": "FIVE GUYS",
+      "account_name": "Five Guys",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "REDHAWK COFFEE",
+      "account_name": "Redhawk Coffee",
+      "type": "withdrawal",
+      "category": "Coffee"
+    },
+    {
+      "match": "SPORTSMANS WAREHOUSE",
+      "account_name": "Sportsmans Warehouse",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TACO BELL",
+      "account_name": "Taco Bell",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "TNT PIZZA",
+      "account_name": "TNT Pizza",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "ACT CNTYALLEGHENYPRK",
+      "account_name": "Act Cntyalleghenyprk",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BUTTERJOINT",
+      "account_name": "Butterjoint",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "CTLP*CSC SERVICEWORKS",
+      "account_name": "Ctlp*csc Serviceworks",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FIORI'S PIZZARIA",
+      "account_name": "Fiori's Pizzaria",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "GET GO",
+      "account_name": "Get Go",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HEMINGWAY'S CAFE",
+      "account_name": "Hemingway's Cafe",
+      "type": "withdrawal",
+      "category": "Coffee"
+    },
+    {
+      "match": "HINGE",
+      "account_name": "Hinge",
+      "type": "withdrawal"
+    },
+    {
+      "match": "J.CREW FACTORY",
+      "account_name": "J.Crew Factory",
+      "type": "withdrawal"
+    },
+    {
+      "match": "MOONLIT BURGERS",
+      "account_name": "Moonlit Burgers",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "PARKWHIZ",
+      "account_name": "ParkWhiz",
+      "type": "withdrawal"
+    },
+    {
+      "match": "REI COM",
+      "account_name": "Rei Com",
+      "type": "withdrawal"
+    },
+    {
+      "match": "T-GATEWAY CENTER",
+      "account_name": "T-Gateway Center",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TRADER JOE'S",
+      "account_name": "Trader Joe's",
+      "type": "withdrawal",
+      "category": "Groceries"
+    },
+    {
+      "match": "UBER *TRIP",
+      "account_name": "Uber *trip",
+      "type": "withdrawal"
+    },
+    {
+      "match": "WHOLEFOODS PIT",
+      "account_name": "Wholefoods Pit",
+      "type": "withdrawal",
+      "category": "Groceries"
+    },
+    {
+      "match": "AMMOJOY LLC",
+      "account_name": "Ammojoy Llc",
+      "type": "withdrawal"
+    },
+    {
+      "match": "AMZ*VEDDER HOLSTERS",
+      "account_name": "Amz*vedder Holsters",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ARCO",
+      "account_name": "Arco",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BABY GEE",
+      "account_name": "Baby Gee",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "BLUE ALPHA",
+      "account_name": "Blue Alpha",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BR FACTORY",
+      "account_name": "Br Factory",
+      "type": "withdrawal"
+    },
+    {
+      "match": "BRILLOBOX",
+      "account_name": "Brillobox",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "CRFS ONLY",
+      "account_name": "Crfs Only",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CTLP VEND",
+      "account_name": "Ctlp Vend",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CYCLE GEAR",
+      "account_name": "Cycle Gear",
+      "type": "withdrawal"
+    },
+    {
+      "match": "DAKOTA WATCH",
+      "account_name": "Dakota Watch",
+      "type": "withdrawal"
+    },
+    {
+      "match": "DELTA",
+      "account_name": "DELTA",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FITBOD",
+      "account_name": "Fitbod",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FLYING J",
+      "account_name": "Flying J",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FORBES BAKERY",
+      "account_name": "Forbes Bakery",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FUJI SUSHI",
+      "account_name": "Fuji Sushi",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "GAMMA SPORTS",
+      "account_name": "Gamma Sports",
+      "type": "withdrawal"
+    },
+    {
+      "match": "GAP OUTLET",
+      "account_name": "Gap Outlet",
+      "type": "withdrawal"
+    },
+    {
+      "match": "GOLF GALAXY",
+      "account_name": "Golf Galaxy",
+      "type": "withdrawal"
+    },
+    {
+      "match": "GRNDCYNASSNVCP",
+      "account_name": "Grndcynassnvcp",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HITCHHIKER BREWING",
+      "account_name": "Hitchhiker Brewing",
+      "type": "withdrawal"
+    },
+    {
+      "match": "INBOX HEALTH",
+      "account_name": "Inbox Health",
+      "type": "withdrawal",
+      "category": "Medical"
+    },
+    {
+      "match": "JIMMY JOHN'S",
+      "account_name": "Jimmy John's",
+      "type": "withdrawal"
+    },
+    {
+      "match": "KUHN'S MCKNIGHT",
+      "account_name": "Kuhn's Mcknight",
+      "type": "withdrawal"
+    },
+    {
+      "match": "LORELEI",
+      "account_name": "Lorelei",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "LOVES",
+      "account_name": "Loves",
+      "type": "withdrawal"
+    },
+    {
+      "match": "MOMOYAO STUDIO",
+      "account_name": "Momoyao Studio",
+      "type": "withdrawal"
+    },
+    {
+      "match": "NORTHSHORE GARAGE",
+      "account_name": "Northshore Garage",
+      "type": "withdrawal",
+      "category": "Auto: Parking"
+    },
+    {
+      "match": "ORBIS CAFFE",
+      "account_name": "Orbis Caffe",
+      "type": "withdrawal"
+    },
+    {
+      "match": "OUTLOOK INN",
+      "account_name": "Outlook Inn",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PANERA BREAD",
+      "account_name": "Panera Bread",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "PEPBOYS STORE",
+      "account_name": "Pepboys Store",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PITT RACE",
+      "account_name": "Pitt Race",
+      "type": "withdrawal"
+    },
+    {
+      "match": "RANGE",
+      "account_name": "Range",
+      "type": "withdrawal"
+    },
+    {
+      "match": "RENT APPLICATION",
+      "account_name": "Rent Application",
+      "type": "withdrawal",
+      "category": "Rent"
+    },
+    {
+      "match": "REVZILLA MOTORSPORTS",
+      "account_name": "Revzilla Motorsports",
+      "type": "withdrawal"
+    },
+    {
+      "match": "RNK PITTSBURGH",
+      "account_name": "RNK Pittsburgh",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "ROLLIER HARDWARE",
+      "account_name": "Rollier Hardware",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ROSS STORES",
+      "account_name": "Ross Stores",
+      "type": "withdrawal"
+    },
+    {
+      "match": "RUGGERS PUB",
+      "account_name": "Ruggers Pub",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SIMONES",
+      "account_name": "Simones",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SNOW.COM/VAIL RESORTS",
+      "account_name": "Snow.Com/vail Resorts",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SP PARTIFY",
+      "account_name": "Sp Partify",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TELNYX LLC",
+      "account_name": "Telnyx Llc",
+      "type": "withdrawal"
+    },
+    {
+      "match": "THE EXCHANGE",
+      "account_name": "The Exchange",
+      "type": "withdrawal"
+    },
+    {
+      "match": "THE PORCH",
+      "account_name": "The Porch",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TROPHYSMACK",
+      "account_name": "Trophysmack",
+      "type": "withdrawal"
+    },
+    {
+      "match": "TWILIO INC",
+      "account_name": "Twilio Inc",
+      "type": "withdrawal"
+    },
+    {
+      "match": "UNDERGROUNDSHIRTS.COM",
+      "account_name": "undergroundshirts.com",
+      "type": "withdrawal"
+    },
+    {
+      "match": "UPTOWN COFFEE",
+      "account_name": "Uptown Coffee",
+      "type": "withdrawal",
+      "category": "Coffee"
+    },
+    {
+      "match": "UU STOREFRONT-CAMPUS",
+      "account_name": "Uu Storefront-campus",
+      "type": "withdrawal"
+    },
+    {
+      "match": "WALMART",
+      "account_name": "Walmart",
+      "type": "withdrawal",
+      "category": "Auto: Parking"
+    },
+    {
+      "match": "WP*PITTRACE.COM",
+      "account_name": "wp*pittrace.com",
+      "type": "withdrawal"
+    },
+    {
+      "match": "APPLE SERVICES",
+      "account_name": "Apple Services",
+      "type": "withdrawal"
+    },
+    {
+      "match": "APPLE STORE",
+      "account_name": "Apple Store",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CAPPY'S CAFE",
+      "account_name": "Cappy's Cafe",
+      "type": "withdrawal",
+      "category": "Coffee"
+    },
+    {
+      "match": "COSTCO CASHBACK",
+      "account_name": "Costco Cashback",
+      "type": "withdrawal"
+    },
+    {
+      "match": "CTLP*LAUREL FOODSYSTEM",
+      "account_name": "Ctlp*laurel Foodsystem",
+      "type": "withdrawal"
+    },
+    {
+      "match": "DAVID PABST",
+      "account_name": "David Pabst",
+      "type": "withdrawal"
+    },
+    {
+      "match": "FACEBOOK MARKETPLACE",
+      "account_name": "Facebook Marketplace",
+      "type": "withdrawal",
+      "category": "Groceries"
+    },
+    {
+      "match": "GOOGLE",
+      "account_name": "Google",
+      "type": "withdrawal"
+    },
+    {
+      "match": "HOFBRAUHAUS PITTSBURGH",
+      "account_name": "Hofbrauhaus Pittsburgh",
+      "type": "withdrawal"
+    },
+    {
+      "match": "IKEA",
+      "account_name": "IKEA",
+      "type": "withdrawal"
+    },
+    {
+      "match": "INTEREST INCOME",
+      "account_name": "Interest Income",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "INVESTMENT APPRECIATION",
+      "account_name": "Investment Appreciation",
+      "type": "withdrawal"
+    },
+    {
+      "match": "IRS REFUND",
+      "account_name": "IRS Refund",
+      "type": "withdrawal"
+    },
+    {
+      "match": "KUHN'S MARKET",
+      "account_name": "Kuhn's Market",
+      "type": "withdrawal",
+      "category": "Groceries"
+    },
+    {
+      "match": "LONGHORN STEAKHOUSE",
+      "account_name": "LongHorn Steakhouse",
+      "type": "withdrawal"
+    },
+    {
+      "match": "MARRIOTT",
+      "account_name": "Marriott",
+      "type": "withdrawal"
+    },
+    {
+      "match": "NIKE",
+      "account_name": "Nike",
+      "type": "withdrawal"
+    },
+    {
+      "match": "NLR DIVIDEND",
+      "account_name": "NLR Dividend",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "PITT SALARY",
+      "account_name": "Pitt Salary",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PNC BANK",
+      "account_name": "PNC Bank",
+      "type": "withdrawal"
+    },
+    {
+      "match": "PNC INTEREST",
+      "account_name": "PNC Interest",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "PRIMANTI BROTHERS",
+      "account_name": "Primanti Brothers",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SCHWAB DIVIDENDS",
+      "account_name": "Schwab Dividends",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "SLC FREDDYSSTEAKBURGER",
+      "account_name": "Slc Freddyssteakburger",
+      "type": "withdrawal",
+      "category": "Restaurants"
+    },
+    {
+      "match": "SPY DIVIDEND",
+      "account_name": "SPY Dividend",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "STEAM GAMES",
+      "account_name": "Steam Games",
+      "type": "withdrawal"
+    },
+    {
+      "match": "SWVXX INTEREST",
+      "account_name": "SWVXX Interest",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "TOW-TEGRITY INCORP",
+      "account_name": "Tow-tegrity Incorp",
+      "type": "withdrawal"
+    },
+    {
+      "match": "VEU DIVIDEND",
+      "account_name": "VEU Dividend",
+      "type": "withdrawal",
+      "category": "Investment: Appreciation"
+    },
+    {
+      "match": "WHO KNOWS",
+      "account_name": "Who Knows",
+      "type": "withdrawal"
+    },
+    {
+      "match": "YARDI SYSTEMS",
+      "account_name": "Yardi Systems",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ZAGG",
+      "account_name": "Zagg",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ZELLE INCOME",
+      "account_name": "Zelle Income",
+      "type": "withdrawal"
+    },
+    {
+      "match": "ZOHO",
+      "account_name": "Zoho",
+      "type": "withdrawal"
+    },
     {
       "match": "DUQUESNE LIGHT",
       "account_name": "Duquesne Light",
-      "category": "Utilities: Electric",
+      "category": "Utilities",
       "budget": "Needs",
       "type": "withdrawal"
     },
@@ -73,15 +1774,13 @@
       "regex": true,
       "account_name": "Amazon",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 720
+      "type": "withdrawal"
     },
     {
       "match": "EBAY",
       "account_name": "eBay",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 622
+      "type": "withdrawal"
     },
     {
       "match": "SVDP",
@@ -100,29 +1799,25 @@
       "regex": true,
       "account_name": "Comcast / Xfinity",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 585
+      "type": "withdrawal"
     },
     {
       "match": "LIBERTY MUTUAL",
       "account_name": "Liberty Mutual",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 871
+      "type": "withdrawal"
     },
     {
       "match": "JEGS",
       "account_name": "JEGS",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 887
+      "type": "withdrawal"
     },
     {
       "match": "APEX RACE PARTS",
       "account_name": "Apex Race Parts",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 594
+      "type": "withdrawal"
     },
     {
       "match": "ADVANCE AUTO",
@@ -134,16 +1829,14 @@
       "match": "SUBARU OF SOUTH HILLS",
       "account_name": "Subaru of South Hills",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 555
+      "type": "withdrawal"
     },
     {
       "match": "ALLEGHENY ARMS",
       "account_name": "Allegheny Arms",
       "category": "Recreation: Firearms",
       "review": true,
-      "type": "withdrawal",
-      "account_id": 657
+      "type": "withdrawal"
     },
     {
       "match": "WILLI S SKI|WILLIS SKI",
@@ -158,8 +1851,7 @@
       "account_name": "Shop 'n Save",
       "category": "Groceries",
       "budget": "Needs",
-      "type": "withdrawal",
-      "account_id": 572
+      "type": "withdrawal"
     },
     {
       "match": "MARKET DISTRICT|GIANT EAGLE",
@@ -167,16 +1859,14 @@
       "account_name": "Giant Eagle",
       "category": "Groceries",
       "budget": "Needs",
-      "type": "withdrawal",
-      "account_id": 592
+      "type": "withdrawal"
     },
     {
       "match": "KUHNS",
       "account_name": "Kuhn's Market",
       "category": "Groceries",
       "budget": "Needs",
-      "type": "withdrawal",
-      "account_id": 563
+      "type": "withdrawal"
     },
     {
       "match": "COMPEER",
@@ -190,8 +1880,7 @@
       "account_name": "UPMC Student Insurance",
       "category": "Medical",
       "budget": "Needs",
-      "type": "withdrawal",
-      "account_id": 612
+      "type": "withdrawal"
     },
     {
       "match": "SPIEGEL FREEDMAN",
@@ -219,8 +1908,7 @@
       "account_name": "OpenAI",
       "category": "Subscriptions",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 576
+      "type": "withdrawal"
     },
     {
       "match": "YOUTUBE TV",
@@ -234,16 +1922,14 @@
       "account_name": "Peacock",
       "category": "Subscriptions",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 607
+      "type": "withdrawal"
     },
     {
       "match": "MCDONALD",
       "account_name": "McDonald's",
       "category": "Restaurants",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 580
+      "type": "withdrawal"
     },
     {
       "match": "PAMELA.?.?S? ?DINER|PAMELA'SDINER",
@@ -258,8 +1944,7 @@
       "account_name": "Primanti Bros",
       "category": "Restaurants",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 747
+      "type": "withdrawal"
     },
     {
       "match": "MINEO'S|MINEOS",
@@ -275,16 +1960,14 @@
       "account_name": "Dave & Andy's",
       "category": "Restaurants",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 769
+      "type": "withdrawal"
     },
     {
       "match": "STARBUCKS",
       "account_name": "Starbucks",
       "category": "Coffee",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 611
+      "type": "withdrawal"
     },
     {
       "match": "TAZZA D|ENRICO'S TAZZA",
@@ -299,8 +1982,7 @@
       "account_name": "La Gourmandine",
       "category": "Coffee",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 595
+      "type": "withdrawal"
     },
     {
       "match": "NEEDLE & BEAN|NEEDLE &AMP; BEAN|NEEDLE AND BEAN",
@@ -308,15 +1990,13 @@
       "account_name": "Needle & Bean",
       "category": "Coffee",
       "budget": "Wants",
-      "type": "withdrawal",
-      "account_id": 660
+      "type": "withdrawal"
     },
     {
       "match": "SHEETZ",
       "account_name": "Sheetz",
       "category": "Auto: Fuel",
-      "type": "withdrawal",
-      "account_id": 566
+      "type": "withdrawal"
     },
     {
       "match": "BP#9604786|UKANI BRO",
@@ -335,8 +2015,7 @@
       "match": "PITT PARKING",
       "account_name": "Pitt Parking",
       "category": "Auto: Parking",
-      "type": "withdrawal",
-      "account_id": 870
+      "type": "withdrawal"
     },
     {
       "match": "T2\\* MT LEBANON",
@@ -354,4 +2033,4 @@
       "type": "withdrawal"
     }
   ]
-}
\ No newline at end of file
+}
diff --git a/migration/README.md b/migration/README.md
index 9088477..5b156a5 100644
--- a/migration/README.md
+++ b/migration/README.md
@@ -76,3 +76,32 @@ transfers.
 - `*review_preview*.html` -- review-UI previews on real data
 
 Nothing here writes to Firefly except the final `--post` in step 6.
+
+## Lessons from the first rebuild (2026-05-20)
+
+Captured here so a second rebuild doesn't re-discover them.
+
+- **Orphan paired transfers**: the PNC->Apple payment from 2025-08-01 has no
+  Apple-side line (Apple's QFX starts 08-02). Its effect was already in
+  Apple's derived opening; posting the transfer ALSO crediting Apple
+  double-counted by $3,218. Fix: `build_rebuild_dataset.py` now subtracts
+  orphan transfer amounts from the destination card's opening. See
+  `references/transfers.md` in the skill.
+- **Asset accounts require `account_role`** on POST /accounts. `defaultAsset`
+  works universally.
+- **Budgets do not auto-create.** If wiping to scratch, recreate Needs /
+  Wants / Savings via UI or POST before the import.
+- **Wipe via UI leaves stale revenue accounts / categories** (only
+  transaction-referenced asset accounts go). Prune manually if you want a
+  truly clean slate.
+- **Strip cached `account_id` from `merchant_map.json` before any rebuild.**
+  Pre-wipe ids are invalid post-wipe. The skill no longer caches to the map
+  (in-memory only) but old maps may still carry stale ids.
+- **Background Python with `nohup ... &` can lose stdout to buffering.** Use
+  `python -u` for the import step. The first rebuild's log was empty because
+  Python buffered everything and we mistook it for "ran but did nothing."
+- **`error_if_duplicate_hash` is now off** — Firefly's content-hash dedup
+  was too eager (rejected legit-distinct rows with same date+amt+desc, like
+  two parking sessions same garage). `external_id` precheck is the only dedup.
+- **Wipe by deleting transactions, not by deleting accounts.** Otherwise you
+  end up with stale ids referenced by merchant_map cache.
diff --git a/migration/build_rebuild_dataset.py b/migration/build_rebuild_dataset.py
index dbb73fa..96a6145 100644
--- a/migration/build_rebuild_dataset.py
+++ b/migration/build_rebuild_dataset.py
@@ -13,7 +13,7 @@ Costco, with:
 
 Nothing is posted. Output feeds `firefly_import.py --emit-plan/--review-html`.
 """
-import re, json, hashlib, sys
+import re, json, hashlib, sys, html
 from collections import Counter
 
 D = "/Users/danesabo/Documents/Finances/EXPORTS/-MAY172026"
@@ -35,7 +35,7 @@ def parse(path):
     for b in blocks:
         out.append({"date": g(b, "DTPOSTED")[:8], "amt": float(g(b, "TRNAMT")),
                     "ttype": g(b, "TRNTYPE").upper(),
-                    "desc": (g(b, "NAME") + " " + g(b, "MEMO")).strip(),
+                    "desc": html.unescape((g(b, "NAME") + " " + g(b, "MEMO")).strip()),
                     "fitid": g(b, "FITID")})
     return ledger, out
 
@@ -100,6 +100,24 @@ for acct, (path, tag) in SRC.items():
             rec["type"] = "withdrawal" if amt < 0 else "deposit"
         records.append(rec)
 
+# --- Orphan adjustment: a PNC->Apple/Costco payment whose date predates the
+# card QFX window has its card-side effect already baked into the card's
+# DERIVED opening (because opening = ledger - sum_kept_card_lines, and the
+# orphan never appeared on the card side). If we ALSO post the PNC->card
+# transfer in the rebuild, the card account gets credited twice. So subtract
+# orphan transfer amounts from the card opening.
+APPLE_WINDOW_START = "2025-08-02"
+COSTCO_WINDOW_START = "2025-08-02"
+for r in records:
+    if r.get("type") == "transfer" and r["asset_account"] == "PNC Checking":
+        dest = r.get("destination_account")
+        if dest == "Apple Credit Card" and r["date"] < APPLE_WINDOW_START:
+            recon["Apple Credit Card"]["opening"] -= float(r["amount"])
+            recon["Apple Credit Card"]["opening"] = round(recon["Apple Credit Card"]["opening"], 2)
+        elif dest == "Costco Visa Card" and r["date"] < COSTCO_WINDOW_START:
+            recon["Costco Visa Card"]["opening"] -= float(r["amount"])
+            recon["Costco Visa Card"]["opening"] = round(recon["Costco Visa Card"]["opening"], 2)
+
 print("=== RECONCILIATION (must all tie) ===")
 ok = True
 for a, r in recon.items():
diff --git a/migration/rebuild_review.html b/migration/rebuild_review.html
index 25e35fc..a472454 100644
--- a/migration/rebuild_review.html
+++ b/migration/rebuild_review.html
@@ -55,6 +55,9 @@
   .pill.create { color:var(--ok); border-color:var(--ok); }
   .pill.transfer { color:#fff; background:#8e5cf7; border-color:#8e5cf7; }
   .pill.dup { color:var(--muted); }
+  .pill.autotail { color:#d29922; border-color:#d29922; margin-left:5px; }
+  td.pid { color:var(--muted); font-size:11px; font-variant-numeric:tabular-nums;
+           white-space:nowrap; }
   tr.is-transfer td:first-child { box-shadow: inset 3px 0 0 #8e5cf7; }
   .amt .dir { font-weight:700; margin-right:2px; }
   .amt .io { font-size:9px; letter-spacing:.05em; opacity:.65;
@@ -87,7 +90,7 @@
   <h2>Needs Clarity <span class="sub">UNMATCHED + REVIEW &mdash; set the
       canonical account, category, budget, then approve</span></h2>
   <table><thead><tr>
-    <th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
+    <th>#</th><th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
     <th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
   </tr></thead><tbody id="tb-clarity"></tbody></table>
   <div class="empty" id="empty-clarity" hidden>Nothing needs clarification.</div>
@@ -97,7 +100,7 @@
   <h2>Auto-Proposed <span class="sub">matched a rule &mdash; approved by
       default, deny or edit if wrong</span></h2>
   <table><thead><tr>
-    <th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
+    <th>#</th><th>Date</th><th>Amount</th><th>Description</th><th>Account</th>
     <th>Category</th><th>Budget</th><th>Comment</th><th>Decision</th>
   </tr></thead><tbody id="tb-auto"></tbody></table>
   <div class="empty" id="empty-auto" hidden>No auto-proposed rows.</div>
@@ -107,7 +110,7 @@
   <h2>All Transactions <span class="sub">complete picture, read-only
       (includes skipped duplicates)</span></h2>
   <table><thead><tr>
-    <th>Date</th><th>Amount</th><th>Type</th><th>Description</th>
+    <th>#</th><th>Date</th><th>Amount</th><th>Type</th><th>Description</th>
     <th>Bucket</th><th>Target</th>
   </tr></thead><tbody id="tb-all"></tbody></table>
 </section>
@@ -120,7 +123,7 @@
 </footer>
 
 <script>
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false, "plan_id": 1012, "budget_suggestions": []}, {"external_id": "apple:d0f96550-d0aa-44a0-8e3c-a482ddec0c", "bucket": "REVIEW", "date": "2025-08-29", "amount": "7.94", "type": "withdrawal", "description": "AMAZON PRIME*BN37E66G3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1013, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:0bc5cee8-97bc-4d13-887e-86a4c27bc6", "bucket": "REVIEW", "date": "2025-08-25", "amount": "12.70", "type": "withdrawal", "description": "AMAZON MKTPL*XM9KF5VL3440 TERRY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1014, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:f911c177-2f8c-4a3a-b4e9-969fdf6f3e", "bucket": "REVIEW", "date": "2025-08-17", "amount": "25.00", "type": "withdrawal", "description": "SVDP CASTLE SHANNON 3423 LIBRARY", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "St. Vincent de Paul", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1015, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:04ea1c18-70ec-4957-bd5c-a75d2da427", "bucket": "REVIEW", "date": "2025-08-07", "amount": "11.00", "type": "withdrawal", "description": "LIBERTY MUTUAL 175 BERKELEY ST 8", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Liberty Mutual", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1016, "category_suggestions": [], "budget_suggestions": []}, {"external_id": "apple:6be67971-ec8c-472c-abf0-197d6e2f5a", "bucket": "REVIEW", "date": "2025-08-04", "amount": "5.17", "type": "withdrawal", "description": "AMAZON.COM*9R3UC0N93 440 TERRY A", "asset_account": "Apple Credit Card", "destination_account": null, "proposed_account": "Amazon", "proposed_account_id": null, "proposed_category": null, "proposed_budget": null, "suggestions": [], "review": true, "auto_tail": false, "plan_id": 1017, "category_suggestions": [], "budget_suggestions": []}]};
 const BUDGETS = ["", "Needs", "Wants", "Savings"];
 const rows = PLAN.rows || [];
 
@@ -204,11 +207,14 @@ function editableRow(r) {
         `<a data-id="${esc(id)}" data-bud="${esc(x)}">${esc(x)}</a>`
       ).join(", ") + `</div>`;
   }
+  const tail = r.auto_tail
+    ? ` <span class="pill autotail">auto-tail</span>` : "";
   return `<tr data-id="${esc(id)}" class="${r.bucket==="TRANSFER"?"is-transfer":""}">
+    <td class="pid">#${esc(r.plan_id || "")}</td>
     <td>${esc(r.date)}</td>
     ${amtCell(r)}
     <td class="desc">${esc(r.description)}
-        <small>${esc(r.asset_account)} ${pill}</small>
+        <small>${esc(r.asset_account)} ${pill}${tail}</small>
         <div class="canon" style="margin-top:3px;font-size:12px">${canon}</div>${sugg}</td>
     <td><input type="text" class="f-account" list="acctlist"
          value="${esc(s.account)}" placeholder="pick / type account"></td>
@@ -230,8 +236,9 @@ function readonlyRow(r) {
   const cls = {"SKIP-dup":"dup","UNMATCHED":"unmatched","TRANSFER":"transfer",
                "REVIEW":"review","CREATE":"create"}[r.bucket] || "";
   return `<tr class="readonly${r.bucket==="TRANSFER"?" is-transfer":""}">
+    <td class="pid">#${esc(r.plan_id || "")}</td>
     <td>${esc(r.date)}</td>${amtCell(r)}
-    <td>${esc(r.type)}</td><td>${esc(r.description)}</td>
+    <td>${esc(r.type)}</td><td>${esc(r.description)}${r.auto_tail?' <span class="pill autotail">auto-tail</span>':''}</td>
     <td><span class="pill ${cls}">${esc(r.bucket)}</span></td>
     <td>${tgt}</td></tr>`;
 }
@@ -261,9 +268,9 @@ function render() {
   const tbC = document.getElementById("tb-clarity");
   const tbA = document.getElementById("tb-auto");
   const tbAll = document.getElementById("tb-all");
-  tbC.innerHTML = groupByAccount(clarity, editableRow, 8);
-  tbA.innerHTML = groupByAccount(auto, editableRow, 8);
-  tbAll.innerHTML = groupByAccount(rows, readonlyRow, 6);
+  tbC.innerHTML = groupByAccount(clarity, editableRow, 9);
+  tbA.innerHTML = groupByAccount(auto, editableRow, 9);
+  tbAll.innerHTML = groupByAccount(rows, readonlyRow, 7);
   document.getElementById("empty-clarity").hidden = clarity.length > 0;
   document.getElementById("empty-auto").hidden = auto.length > 0;
 
diff --git a/sam-bachelor-party-invoice.pdf b/sam-bachelor-party-invoice.pdf
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