Transaction Rules

Transaction Rules are "If, Then" statements that apply to your past and future transactions


We are shown how to add a transaction rule by using the Merchant Name and Expense amount to apply the label Entertainment & Recreation to all matching instances

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.


Was this article helpful?
0 out of 0 found this helpful