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.

In the mobile app, first create a rule. Then edit the transaction name to remove the transaction-specific data and tap Advanced Rules.

You’ll now see the option to apply the rule to non-exact matches. If you turn that on, it will apply the rule to any expense that includes the transaction name, even if the expense also includes transaction-specific data.

In the web app, when creating a rule, click Advanced and check the box to apply to non-exact matches.

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