Rules allow you to automate how transactions are categorized as they flow into your ledger. Instead of manually classifying each transaction, you can define conditions and actions that are applied automatically.
How to Create a Rule
Navigate to the Rules tab in the left-hand navigation.
Click Add Rule.
Define your Conditions. These determine which transactions the rule applies to. For example: Vendor equals Costco.
Define your Actions. These determine what happens when conditions are met. For example: Set Category to Office Expenses.
Choose whether to apply to historical transactions or only to new transactions going forward.
Save the rule.
Power Tip
You can add multiple conditions and multiple actions to a single rule for precise automation. For example, categorize transactions from a specific vendor above a certain dollar amount into a particular expense category.