Transaction Rules: Automate Your Transaction Management

What Are Transaction Rules?

Transaction rules automatically customize how your transactions appear based on criteria you set. These rules apply to both past and future transactions, saving you time from manual updates.

Setting Up Rules
You can create rules based on any combination of:

• Merchant name
• Transaction category
• Amount
• Account

When a transaction matches your criteria, you can automatically:

• Change the category
• Update the merchant name
• Adjust transaction visibility
• Modify the description

How to Create a Rule

1. Navigate to the Transactions page from Spending
2. Select the transaction you want to change
3. Make your desired change(s)- e.g. category, note, hide, etc.
4. Click Save and you will be prompted to create a rule
5. Set your criteria and desired changes
6. Save your rule

Managing Your Rules

From your Spending homepage, scroll down to Spending Settings. From here you can:

• Add new rules
• Edit existing rules anytime
• Delete rules you no longer need
• View all active rules in one place
• Monitor which transactions are affected

Tips for Effective Rules

• Start with common transactions you frequently adjust
• Review your rules periodically to ensure they're still relevant
• Use specific criteria for more accurate automation
• Check that rules don't conflict with each other

You may also like:

Manually adding transactions

Manually editing transactions