Auto-categorization Rules

If you import transactions regularly, you've probably noticed the same merchant names show up over and over. Rules let you map those names to categories once, so future imports get categorized on the way in.

Where to find them

Go to Settings > Rules.

Create a rule

1. Tap Add Rule.
2. Enter a pattern that should match the transaction's description.
   • Plain text matches case-insensitively. starbucks matches "Starbucks", "STARBUCKS #4032", "Starbucks Coffee".
   • Regex is supported for advanced cases — wrap the pattern in /.../ to use it.
3. Choose the category the matching transaction should be assigned to.
4. Set the priority if you have overlapping rules — lower numbers run first.
5. Save.

How rules apply

Rules run during CSV import and AI bank statement import, before the preview. You can still override the suggested category for any individual transaction in the preview before confirming.

Rules do not retroactively recategorize transactions that have already been imported — that's a one-time decision per row.

Patterns that work well

For ride-share you'd usually want to split Uber Eats and Uber Trip into separate rules; the regex above is just an example of how regex works.

Priority

When multiple rules match the same transaction, the one with the lowest priority number wins. Use this to handle exceptions: a /.*amazon.*/ rule pointed at "Shopping" with priority 100, plus a more specific prime video rule pointed at "Streaming" with priority 10, gives Prime Video the right home.

Disable without deleting

Toggle a rule off in the rules list. It stays in the list and can be re-enabled later — useful when you want to test how an import looks without a particular rule.

What rules don't do

• They don't move money or change amounts.
• They don't delete transactions.
• They don't run on transactions you've already saved — only on imports in progress.