What this does
Auto-categorisation rules match transaction descriptions to account categories automatically. This saves time on recurring transactions like rent, subscriptions, and utilities.
When to use it
Create rules for transactions that appear regularly with the same description.
Step by step
- Go to Banking in the Accounting menu
- Click Rules or create a rule from a transaction
- Click + New Rule
- Configure:
- Match — text to match in the transaction description (e.g. "NETFLIX")
- Category — the account category to assign (e.g. Subscriptions)
- Match Type — Contains, Starts With, or Exact Match
- Click Save
- Future transactions matching the rule are auto-categorised
Tips
- Create rules from existing transactions by clicking Create Rule on a categorised entry
- Rules apply to new imports and can be run against existing unreviewed transactions
- Use "Contains" for descriptions that vary slightly (e.g. "AMAZON" catches all Amazon purchases)
- Review your rules periodically to keep them accurate