Transaction Rules

Transaction Rules let you automatically organize, rename, and classify your transactions. Instead of editing transactions one by one, you can build rules that apply changes consistently across all future (and even past) transactions.

This feature is especially useful for:

• Renaming merchants (e.g., “AMZN MKTP” → “Amazon”).
• Assigning transactions to categories (e.g., “Uber” → “Transportation”).
• Hiding specific transactions from budgets.
• Tagging or adding notes for reporting.

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Accessing Transaction Rules #

1. Go to the Transactions tab.
2. Tap the three-dot menu in the top-right corner.
3. Select Transaction Rules.
4. You can now view, edit, or add new rules.

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Creating a Rule #

When creating a new rule, you’ll set two parts:

1. When (Conditions):
This defines when the rule should apply.

• Merchant → Match transactions by merchant name.
  • Supports both exact matches (e.g., “Netflix”) and contains matches (e.g., anything with “AMZN” in the name → “Amazon”).
• Amount → Match transactions above, below, equal to, or within a range.
• Category → Match by existing transaction category.
• Account → Match only transactions in a specific account.

2. Then (Actions):
This defines what happens when the condition is met.

• Merchant → Rename the merchant.
• Hide From Budget → Exclude the transaction from your budget.
• Category → Reassign to a specific category.
• Tags → Add one or more tags.
• Notes → Add a custom note.

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Applying Rules #

At the bottom of the rule editor, you’ll see:

• Apply to:
  • All Transactions → Apply to both past and future transactions.
  • Only New Transactions → Apply only to future transactions.

This is powerful if you want to retroactively clean up your data or just start fresh going forward.

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Editing a Rule #

You can always update a rule if your needs change:

1. Open the Manage Transaction Rules page.
2. Find the rule you want to update.
3. Tap the pencil icon to open the rule editor.
4. Adjust the conditions (“When”) or actions (“Then”) as needed.
5. Save your changes.

Edits take effect immediately, and if you’ve set the rule to apply to All Transactions, updates can also reprocess past transactions.

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Deleting a Rule #

If you no longer need a rule:

1. Go to the Manage Transaction Rules page.
2. Tap the trash can icon next to the rule.
3. Confirm deletion.

Deleting a rule prevents it from running in the future, but it won’t undo changes already applied to past transactions.

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Managing Rules #

From the Manage Transaction Rules page, you can:

• View all your rules in one list.
• See the date they were created and whether they apply to all or only new transactions.
• Edit rules with the pencil icon.
• Delete rules with the trash can icon.

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Example Use Cases #

• Clean up messy names:
  • Rule: When Merchant contains “AMZN” → Set Merchant to “Amazon”.
• Categorize recurring expenses:
  • Rule: When Merchant = “Netflix” → Set Category to “Entertainment”.
• Exclude transactions:
  • Rule: When Account = “Venmo” → Hide From Budget.
• Track reimbursements:
  • Rule: When Merchant = “Uber” → Add Tag “Reimbursable”.

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Tips & Best Practices #

• Be specific: Rules apply exactly as defined. Use clear merchant names or precise amounts.
• Stack conditions: Combine multiple “When” filters for more control (e.g., Merchant = “Costco” AND Amount > $100).
• Test with new transactions first: Start with “Only New Transactions” before applying to all history, to make sure the rule works as intended.
• Review periodically: As your spending habits change, edit or remove rules to keep your data accurate.

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