Automation
Rules engine
Auto-categorize transactions and clean up payees as new data arrives.
What rules can do
- Match payee text and apply a category.
- Rename payees for consistent reporting.
- Set memo or clear status automatically.
Step-by-step
- Open Settings - Rules.
- Give the rule a name and priority.
- Add a condition like payee contains.
- Choose actions (category, memo, rename).
- Pick triggers: new, import, edit.
- Save and optionally re-run on a past month.
Example
If payee contains UBER, set category to Transportation and rename payee to Uber.
How priority works
Higher priority rules run first. If two rules overlap, the one with the higher priority wins.
Use cases
- Imports: auto-categorize long CSV files.
- Shared budgets: keep naming consistent across members.
- Merchants: merge noisy payee variations into one name.
Troubleshooting
- Rule did not run: confirm the trigger (new, import, edit) is enabled.
- Wrong category applied: raise the priority of the correct rule.
- Free plan limit: free plans can create up to 5 rules.