Auto-Tag Rules
Rules automatically tag transactions during import and sync. Once you create a rule for “Starbucks” transactions, every future coffee purchase is tagged automatically.
Creating Rules
Section titled “Creating Rules”The fastest way: tag 3+ similar transactions, then click Save as Rule in the toast notification.
Or press Shift+R on any transaction to create a rule from its pattern.
Match Modes
Section titled “Match Modes”Simple mode matches against description text:
| Type | Example | Matches |
|---|---|---|
| Contains | starbucks | ”STARBUCKS #1234”, “STARBUCKS COFFEE” |
| Starts with | AMZN | ”AMZN MARKETPLACE”, “AMZN DIGITAL” |
| Regex | coffee|starbucks | ”COFFEE HOUSE”, “STARBUCKS” |
All matches are case-insensitive.
SQL mode gives full control:
description ILIKE '%grocery%' AND amount < -20Available columns: description, amount, account_name, transaction_date
Applying to Existing Transactions
Section titled “Applying to Existing Transactions”Rules only apply to future imports by default. Check Apply to existing transactions when creating a rule to retroactively tag matches.
Managing Rules
Section titled “Managing Rules”Open the Rules modal from the Transactions view overflow menu. Rules can be toggled on/off, edited, or deleted. The live preview shows matching transactions as you type.