Rules are your personalized instructions for how banking transactions should be categorized automatically. 

By creating these Rules; 

  • You never have to categorize those transactions again

  • You save time, leaving you more time to focus on your financial goals and growing your business

  • You can automate your financial management to get a real time view of your finances.

Rules can be created and accessed from the Timeline. You can create as many rules as you would like. Rules can be edited or deleted at any time. 

Remember to review your rules regularly to ensure they're up to date and accurately categorizing your transactions.