What are suggested expense rules?
Ashleigh Rockwell avatar
Written by Ashleigh Rockwell
Updated over a week ago

Suggested expense rules are AI-based suggestions meant to help you put your finances on auto-pilot by having Hurdlr automatically tag your expenses for you. Based on your tagging habits, Hurdlr will suggest rules that you can view, edit, and accept or reject. 

When you have a rule suggestion, you’ll see a blue “Suggested Rules” banner on the Expenses tab. 

If you tap on it, it will show you the list of rules being suggested, and you can approve or reject them.

If you want to make edits to the rule before approving it, you can do that by tapping on the rule, making your edits, then tapping “Approve Rule” at the bottom.

When you approve a rule, you’ll have the option to apply to only future expenses or to both past and future expenses.  

Do you have expenses where the vendor name differs slightly due to transaction/date specific data? You can use the advanced rules features outlined here to apply your rules to non-exact matches. 

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