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Income & Expense Tracking
Income & Expense Rules
How do I view or edit my income and expense rules?
How do I view or edit my income and expense rules?
Updated over a week ago

To view and edit all of the Expense and Income rules you’ve created:

  1. Tap the gear icon in the Expense or Income tab in the mobile app or click the gear icon in the top right corner of the web app

  2. Select "Expense Rules" or "Income Rules"

  3. To edit, you can tap on any of the rules and change the default settings

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