Automation rules for repetitive transaction work
Set up criteria once, then let Moni Budget apply the right categories, tags, and notes in the background.
Trigger
Description contains "coffee"
Account: everyday card
Assign category
Dining
Add note + tag
Morning routine
What this helps you do
Match transactions with account, text, amount, and type criteria.
Apply categories, tags, and notes automatically.
Run rules retroactively on older transactions when needed.
Turn patterns into rules
When the same kinds of transactions show up again and again, rules let you encode that logic instead of repeating the cleanup by hand.
Trigger
Description contains "coffee"
Account: everyday card
Assign category
Dining
Add note + tag
Morning routine
Keep your ledger tidy automatically
Automatic categories, notes, and tags keep your transaction history easier to search, report on, and understand.
Review queue
Search, filter, and verify new activity without losing context.
Fix the past when your system improves
New automation does not have to start today only. You can apply improved rules to older transactions too.
Rent
Monthly
Salary
Monthly
Gym
Monthly
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Learn moreReady to take control?
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