Rules for automatic categorization

Rules reduce repeated cleanup by applying categories, notes, and tags to matching transactions.

When to create a rule

Create a rule when the same vendor or description pattern appears often and should receive the same treatment.

What rules can apply

Rules can update categories, tags, and notes. They are especially useful for subscriptions, groceries, salary, rent, utilities, and recurring merchants.

Review rule results

Check the affected transactions after creating or changing a rule. A pattern that is too broad can update transactions you did not intend to change.