Hurdlr already helps you have time and money by automating your income tracking, but Income Rules help you take that one step further. Income Rules help you further automate your income tracking by automatically tagging certain deposits as they pull in from your linked accounts. This removes the need for you to tag those transactions manually, saving you time and ensuring all of your income is accounted for.
To Create an Income Rule
On the Mobile App
On the Mobile App
Navigate to the Income tab
By default, you’ll be in the ‘New’ section, which lists your untagged expenses
Gently swipe as if you were going to tag the income as Business or Personal
Select ‘Create a Rule’
If tracking multiple businesses, pick which business you want these transactions to be associated with
If applicable, tag which client (if any) you want transactions to be associated with
Choose if you’d like to automate those options for all transactions from that vendor (past and future) or only future
Tap ‘Save’
On the Web App
On the Web App
Navigate to the Income Dashboard (Premium) or Transactions Dashboard > Money In (Pro)
Click on an income that hasn’t been tagged as Business or Personal yet
Click the ‘Create a Rule’ button
Choose the income category that you want transactions from that vendor to be tagged to
If tracking multiple businesses, pick which business you want transactions from that vendor to be associated with
If applicable, tag which client (if any) you want transactions from that vendor to be associated with
Choose if you’d like to automate those options for all transactions from that vendor (past and future) or only future
Create Rule for Income with Custom Data
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:
On the mobile app, go to the Income tab and create a rule or on the web app click on the transaction to ‘Create a Rule’
Edit the transaction name to remove the transaction-specific data
Tap ‘Advanced Rules’
Turn ON the option to apply the rule to non-exact matches
This will apply the rule to any income that includes the transaction name, even if the income also includes transaction-specific data
View, Edit, or Delete Income Rules
In the mobile app, tap the gear icon in the Income tab or in the web app, click the gear icon in the top right corner and select ‘Income Rules’
To edit, you can tap on any of the rules, make your changes
To delete, tap on any of the rules and click on ‘Delete Rule’ at the bottom