Get answers to your questions

What are rules and how do I use them?

Updated at October 9th, 2024

You can create rules to automatically tag your transactions from Goals and Bills and set up category rules.

This means that if you regularly grab a latte from your local shop Happy Coffee you can set up a rule so that all future purchases from Happy Coffee get tagged to your latte Goal and #coffee category.

To use this feature, simply go to a posted transaction and change the #category or where this transaction was spent from. From there, you will see the option to apply either this #category or Spent From rule to all transactions from this vendor on all future purchases.

Did this article help you?