Transaction Rules are "If, Then" statements that apply to your past and future transactions
You can create rules based on these pieces of transaction information:
- Merchant Name
- Amount
- Category
- Account
With the parameters of
- Contains
- Matches Exactly
- Greater than
- Less than
- Between
When you are creating a rule, you can preview the changes of the rules before you apply them.
You can always see a list of your transaction rules here. Rules can be edited and deleted.
We apply the rules in the order they are listed on the page and you can reorder them by dragging the up and down the page.