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” |
| Ends with | autopay | ”CHASE CARD AUTOPAY” |
| Exact match | Rent | ”RENT” and nothing else |
| 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”A rule always tags matching transactions as they arrive from future imports and syncs. Apply to existing transactions additionally tags the matches already in your database — it’s checked by default when you create a rule, and unchecked when you edit one. Existing tags are kept either way.
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.