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:

  1. Go to the New section of your Expenses or Income tab
  2. Swipe to tag the transaction as Business or Personal 
  3. Tap Create Rule  
  4. Select the expense category that you want transactions from that vendor to be categorized as 
  5. Select which business you want  transactions from that vendor to be associated with  
  6. Tag which client (if any) you want that type of transaction associated with
  7. 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:

  1. Tap the gear icon on the Expenses tab
  2. Tap Vendors
  3. Select the vendor you want to set a rule for
  4. Set the Category
  5. Set the Default Business
  6. If applicable, set the Default Client or Default Listing
  7. Tap Save in the top right corner

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
  2. Tap Expense Rules or Income Rules
  3. To edit, you can tap on any of the rules and change the default settings

To delete a rule:

  1. Tap the gear icon in the Expense or Income tab
  2. Tap on the rule that you want to delete
  3. 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. 

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