Rules

Transaction rules automatically apply actions to transactions when conditions are met. Rules reduce manual data entry, especially for imported or synced transactions.

Accessing Rules

Navigate to rules in Settings.

Creating A Rule

1. Click Add Rule
2. Define one or more conditions:
   • Payee name — equals, contains, starts with, ends with
   • Amount — equals, greater than, less than, between
   • Type — inflow or outflow
   • Status — pending, cleared, reviewed
   • Account — specific account
   • Category — specific category
   • Notes — contains, equals
3. Define one or more actions:
   • Set category
   • Add or remove tags
   • Set status
   • Rename payee
   • Set notes
   • Link to a recurring transaction
4. Set a priority where lower numbers run first
5. Optionally enable stop processing

Rule Priority

Rules are evaluated in priority order. If a rule matches and has stop processing enabled, subsequent rules are skipped for that transaction.

Running Rules Manually

Click Run All Rules to apply rules to existing transactions. This is useful after creating new rules to retroactively categorize historical data.

Bulk Actions

• Enable or disable multiple rules at once
• Delete multiple rules at once