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Automatic Rules

  • Updated

Enhance your record and financial tracking by applying automatic rules to both expense and income entries. Categories will be assigned based on your predefined rules, overriding the automatic AI categorization. This ensures a more personalized and accurate categorization of your financial data.

 

How to create an Automatic Rule

Automatic rules only apply to bank-synced records and do not affect manually created records.

Android

  1. Select '≡' in the top left
  2. Select 'Settings' on the bottom
  3. Select 'Automatic Rules'
  4. Select '+' in the bottom right
  5. Fill in the the settings
    1. Name:
      • Name your automatic rule
    2. Matching Criteria: Only applies to record matching these criteria.
      • Keywords: The keywords have to match the notes or payee in your transaction. Fill in the keywords (Netflix, HBO, Vodafone, account number, etc.)
      • Type: Income, expense or none
    3. Actions: These changes will be applied if the criteria match, you may leave this field blank to keep it the same.
      • Category: Change the category
      • Labels: Apply labels to the records
      • Push notification: On / Off
    4. Save the Automatic Rule in the top right.
    5. Records meeting these criteria are now visible, and you have the option to either apply them to existing records or leave them unchanged. Enabling or disabling push notifications will prompt this view to appear again if you save it.

 

iOS

  1. Select 'More' in the bottom right
  2. Select 'Settings'
  3. Select 'Automatic Rules'
  4. Select the '+' icon in the upper right corner
  5. Choose between 'Income/Expense' and 'Transfer' rule
  6. Fill in the the settings
    1. Name:
      • Name your automatic rule
    2. Accounts (Transfer Rule only):
      • From: From which account the Transfer is made.
      • To: Destination of the Transfer.
    3. Matching Criteria: Only applies to record matching these criteria.
      • Keywords: The keywords have to match the notes in your transaction. Fill in the keywords (Netflix, HBO, Vodafone, account number, etc.)
      • Type: Income, expense or none
    4. Actions: These changes will be applied if the criteria match, you may leave this field blank to keep it the same.
      • Category: Change the category
      • Labels: Apply labels to the records
    5. Save the Automatic Rule in the top right.
    6. To apply the automatic rule to existing records, please use the Web App

Web App

  1. Select your profile in the top right
  2. Select 'Settings'
  3. Select 'Automatic Rules'
  4. Select 'Add new rule'
  5. Fill in the the settings
    1. Name:
      • Name your automatic rule
    2. Set Triggers: Only applies to record matching these criteria.
      • Keywords: The keywords have to match the notes in your transaction. Fill in the keywords (Netflix, HBO, Vodafone, account number, etc.)
      • Type: Income, expense or none
    3. Assign Actions: These changes will be applied if the criteria match, you may leave this field blank to keep it the same.
      • Category: Change the category
      • Labels: Apply labels to the records
    4. To save it select 'Save'
    5. Records meeting these criteria are now visible, and you have the option to either apply them to existing records or leave them unchanged.

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