Create and edit categorization rules

Steps

1. 1

   Step 1: Open Transactions and pick the Rules tab (or Settings › Categorization rules). Press New rule.

2. 2

   Step 2: Under When, pick Vendor or Bank text, then contains, is or starts with, and type the text, like Figma.

3. 3

   Step 3: Pick Money in or out, Money out only or Money in only. Add amounts, dates or one account under Only when if you need them.

4. 4

   Step 4: Pick the account under Categorize as and give the rule a Name.

5. 5

   Step 5: Read the preview: Matches N transactions and how many would change. Leave Also change past transactions ticked to fix old ones too.

6. 6

   Step 6: Press Create rule.

Edit or delete a rule

1. 1

   Step 1: Click the rule on the Rules tab.

2. 2

   Step 2: Change it and press Save rule, or press Apply to N past transactions.

3. 3

   Step 3: To remove it, press Delete. Transactions it already categorized keep their category.

Good to know

• Rules marked Accountable came with the product or your move; rules marked Yours are the ones you made.
• Past transactions in closed months wait for an owner: press Send N in closed months for approval.

Related articles

• Change a transaction's category
• Answer review questions
• Categorize many transactions at once