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Add transaction amount as a criterion in auto-categorization rules

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Add transaction amount as a criterion in auto-categorization rules

Currently, transaction rules for auto-assigning categories are limited to criteria like merchant name. This request is to add transaction amount (or amount range) as an additional matching criterion.

This would be especially useful for cases where the same merchant (e.g., Venmo) is used for multiple types of spending at fixed amounts. For example, a user might send $60 to a hairdresser and $40 to a house cleaner – both through Venmo – and want each to be automatically categorized differently based on the amount. Without amount as a filter, a single rule cannot distinguish between the two.

Adding amount or amount range as a rule criterion would give users much finer control over automatic transaction categorization, reducing manual re-categorization work.

Yuval Shuminer shared this idea

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