Transactions & categories
Automating with rules
Auto-categorize, rename, tag or hide transactions as they arrive.
Rules run on every new transaction. Each rule has conditions (for example, merchant contains "Shell") and actions (for example, set category to Transportation).
Create a rule
- Go to Transactions → Rules (also linked from Settings → Categories & rules).
- Add conditions and actions.
- Preview which existing transactions match, then save. You can choose to apply it to past transactions too.
Rules run in priority order, and a later rule can override an earlier one.