When tagging transactions, you can create rules to help you automatically tag transactions from that vendor in the future.
To create a rule while tagging transactions:
- Go to the New section of your Expenses or Income tab
- Swipe to tag the transaction as Business or Personal
- 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
- Tap Vendors
- Select the vendor you want to set a rule for
- Set the Category
- Set the Default Business
- If applicable, set the Default Client or Default Listing
- Tap Save in the top right corner

To view and edit all of the Expense and Income rules you’ve created:
- Tap the gear icon in the Expense or Income tab
- Tap Expense Rules or Income Rules
- To edit, you can tap on any of the rules and change the default settings

To delete a rule:
- Tap the gear icon in the Expense or Income tab
- Tap on the rule that you want to delete
- Tap Delete Rule at the bottom

Advanced Rules:
If you have transactions that have transaction/date specific data (ie. dates, account info, etc), you can use the Advanced Rules feature to create a rule for a non-exact match.
To do this edit the transaction name to remove the transactions specific data, then tap Advanced Rules.
You’ll now see the option to toggle on a switch to apply the rule to non-exact matches. If you toggle that on, it will apply the rule to anything that has the main part of the transaction description even if it includes transactions specific data.