How do I create a rule to organize transactions?
Automate repeated changes based on a name, merchant, category or other conditions.
Guide based on the current Rank beta
Rules apply actions when a transaction meets the conditions you define.
How to do it
- 1Go to Settings, Money and open Rules.
- 2Select New rule and enter a name.
- 3Add at least one condition.
- 4Choose at least one action: change the name or category, add tags or hide the transaction.
- 5Save and leave the rule active.
Keep in mind
- A rule needs a name, condition and action.
- You can disable or edit it later.
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