Expense rules help you automate your expense tracking by automatically tagging transactions from that vendor in the future.
To create a rule while tagging a transaction:
- On the mobile app, go to the New section of your Expenses tab and gently swipe as if you were going to tag the expense as business or personal or on the web app, click on an expense that hasn’t been tagged yet
- Tap Create Rule
- Select the expense category that you want transactions from that vendor to be categorized as
- Select which business you want transactions from that vendor to be associated with
- Tag which client (if any) you want that type of transaction associated with
- Choose if you would like to automate those options for all transactions from that vendor (past and future) or only future
To create an expense rule for a particular vendor:
- Tap the gear icon on the Expenses tab in the mobile app or click the gear icon in the top right corner on the web app
- Tap Vendors
- Select the vendor you want to set a rule for
- Tap Create Rule
- Select whether it’s business or personal and the category
- If applicable, set the Default Client or Default Listing
- Tap Save