Build rules that automatically categorize transactions based on merchant name, amount, or description. Set them once and never recategorize the same thing twice.
Match rules against merchant name, transaction description, amount, or account. Target exactly the transactions you want to recategorize.
Use contains, starts with, equals, greater than, less than, and more. Combine conditions to create precise rules that don't over-match.
Drag rules into priority order so the most specific ones fire first. When two rules could match, the higher-priority one wins.
Turn individual rules on or off without deleting them. Test new rules safely or pause seasonal ones until you need them again.
Apply a new rule to all existing transactions, not just future ones. Fix months of miscategorized history with a single click.
Rules run automatically every time new transactions sync from your bank. Categorization happens in the background — no manual step required.
Pick a field to match on, choose an operator, and enter a value. Then select the category you want matching transactions assigned to.
Drag your new rule into position among your existing rules. Higher-priority rules take precedence when multiple rules match a transaction.
Every new transaction that syncs is checked against your rules automatically. Retroactively apply to past transactions whenever you want.
No credit card required. All features included.
Start free trial