What a rule does
A transaction rule is an automation that helps categorize imported transactions consistently. It can set things like the category (and sometimes other fields) based on the payee/description and other conditions.
When rules apply
- Most commonly: right after transactions import from your bank connection.
- They’re also useful for keeping manual entry consistent over time.
Best practices
- Start simple: one rule per payee (e.g., “Netflix” → “Subscriptions”).
- If two rules might match the same transaction, keep the more specific one (account/amount) higher priority.
- Review rule-driven changes occasionally — automation should reduce work, not create surprises.
If a rule categorized something wrong
- Fix the transaction first (category/date/amount).
- Then adjust the rule so it won’t match that case next time.
Want the full walkthrough?
The Learn guide includes examples and setup steps: Transaction Rules.