Category rules explained

Rules are used to automatically add categories to payments. This will help you to get a clearer view on what you are spending your money on.

Screenshot rules default

You can add as many rules as you want. But remember that a rule can also have multiple triggers. It's advisable to just add more of them to one rule in order to keep a clean overview.

Using the rule editor you can add or edit rules. There are different possibilities for adding rules you can create rules based on:

  • Display Name
  • IBAN
  • Discribtion
  • Other

These then can have a match type of the following:

  • Contains text
  • Matches exactly
  • Starts with
  • Ends with
  • Regex

You can then add one or more categories to the rule. By using the show preview button you can see if your rule matches any payments in your account, this is a great way to test your rules and see if they work the way you want them to.

Screenshot rules editor