Rules

Categorization rules can apply consistent organization to transactions that match known patterns.

When to create a rule

Rules are most useful for recurring merchants or descriptions that reliably belong to the same category.

Review rules carefully

Use a pattern that is specific enough to avoid unrelated transactions. Review the results after creating or changing a rule, especially when merchant descriptions are short or ambiguous.

WARNING

This prototype intentionally avoids documenting exact matching behaviour until the public description has been verified against the current implementation.