Transaction Categorization Rules

Create a New Rule

To create a categorization rule:

1. Click the "New Rule" button
2. Enter a descriptive rule name (e.g., "Amazon Purchases" or "Salary Income")
3. Select the category this rule should assign to matching transactions
4. Set up the matching conditions (see step 2)
5. Click "Save Rule"

Set Up Rule Conditions

Define when a rule should match a transaction:

• Payee: Enter text and choose match type (exact, contains, or starts with)
• Memo: Enter text to match in the transaction memo field
• Source: Enter text to match in the source filename
• Transaction Type: Select "Inbound", "Outbound", or "Any"
• Amount: Enter a specific amount to match

You must specify at least one condition. The more conditions you specify, the more specific (and higher priority) the rule becomes.

Understand Rule Priority

Rules are automatically prioritized based on their specificity:

• Higher priority (more specific): Rules with exact matches, multiple conditions, or specific amounts
• Lower priority (more general): Rules with "contains" matches or fewer conditions

When a transaction matches multiple rules, the highest priority rule is applied. Priority is calculated automatically, but you can manually adjust it if needed.

Enable or Disable Rules

You can temporarily disable rules without deleting them:

• Click the toggle switch on a rule card to enable or disable it
• Disabled rules won't be applied to transactions
• This is useful for testing or temporarily pausing rules

Edit Existing Rules

Modify rules as your needs change:

• Click the "Edit" button on a rule card
• Update the rule name, category, or conditions
• Click "Save Rule" to apply changes

Apply Rules to Existing Transactions

Apply your rules to categorize existing uncategorised transactions:

1. Click the "Apply to Transactions" button
2. Confirm that you want to apply rules
3. Wait for the process to complete (a progress bar will show the status)
4. Review the results to see how many transactions were categorized

Delete Rules

Remove rules you no longer need:

• Click the "Delete" button on a rule card
• Confirm the deletion
• The rule will be removed, but transactions already categorized by it will keep their categories

Export and Import Rules

Use the hamburger menu (☰) to manage your rules:

• Export Rules: Download your rules as JSON for backup
• Import Rules: Restore rules from a backup file
• Clear All Rules: Remove all rules (use with caution)