Introducing Transaction Rules: Total Control Over Your Spending Data (Mobile)

You asked, we delivered. Transaction Rules is the final and most powerful piece of our biggest update yet, built to eliminate the frustration of sorting through endless uncategorized and mislabeled transactions. We know how much time you spend manually cleaning up your history, fixing the same categories again and again, or trying to make sense of raw, messy data. With this release, you can finally take full charge.

Create smart rules that automatically detect patterns. Whether it’s a merchant name, a keyword in the original statement, a specific amount or range, a category, or an account, you decide what to look for. Then apply precise actions like renaming the merchant, changing the category, adding hashtags, or marking transactions as “Don’t count.” Once a rule is set, it works silently in the background, organizing future transactions the moment they appear.

No more repetition. No more clutter. Just clean, reliable, and actionable data that reflects how you actually spend. And when a rule is no longer needed, you can now delete it. This update turns hours of manual work into a one-time setup. It’s not just a feature. It’s the beginning of effortless transaction management.