Transaction Rules

Create transaction rules to rename and recategorize all of your transactions. When we sync a transaction from your financial institutions, we'll apply the matching rules in this list to it automatically.

Rules are If-Then statements where the If part looks at new transactions to see if they match any of your criteria:

  • Merchants
    • Merchant Name 
    • Original Statement
  • Amount
    • Income - Equals, Greater than, Less than, Between Range
    • Expense - Equals, Greater than, Less than, Between Range
  • Categories
  • Accounts

The Then part of the Rule applies updates to transactions:

You can add, edit and delete your Transaction Rules from the Rules screen.

Find this page on web by clicking "Customize Rules" at the top of the Transaction page.

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Find your transaction rules page on mobile by selecting Menu, then Settings, then Rules.

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Automatic Rule Prompts

When you update a transaction you may be prompted to create a new rule, such as seen below in mobile (but it also happens in web).

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When creating a rule you can preview how many transactions will be affected by this rule and apply the rule to existing transactions before you apply the new rule.

Rules are applied in the order that they are listed. You may re-order them by dragging and dropping them. They may be edited and deleted. See a list of your existing transaction rules here.

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