Automate Your Expense Tracking — Let Transaction Rules Organize Your Spending For You

They are smart instructions you set once to auto-organize expenses. Instead of you manually fixing the same recurring coffee charge every morning, the app uses these rules to instantly identify, rename, and sort your spending into the right buckets.

Banks often use internal codes that don't make much sense at a glance. Transaction rules help you organize messy bank transactions by stripping away that technical jargon and replacing it with a name you actually recognize — like "Morning Latte".

Absolutely. Once you link your accounts, our algorithm starts sorting your spending. For anything extra specific, you can set custom rules so the app knows exactly how to automatically categorize expenses for you in the future.

Open any transaction you want to fix and look for the option to create a rule. You can set flexible conditions based on the merchant, the amount, or even the specific account. Once you save it, you can choose to apply that change to only new transactions or go back and clean up your entire history in one click.

Yes! By ensuring every dollar lands in the right category, your budget charts and "Leftover" balance become much more accurate. You can also use rules to mark certain transactions as "Don't count".