Rules
Classify movements automatically as they come in.
- The Rules pageThe tabs, figures, filters and rows of the Rules page, and what each number on a rule means.Reference
- Create a ruleWrite a rule that gives a category to every movement that matches it, in your history and in every new import.Guide
- Subcategory rulesGive movements a subcategory automatically, for example to tell one kind of gas from another, without changing their category.Guide
- RollupsGroup many small, repeated transactions into one row per period, to read the ledger and to post one entry to the ERP.Guide
- Pause, edit and delete rulesChange a rule, copy it, turn it off for a while or remove it, and fix a rule that matches nothing or never wins.Guide