Rules can be created from your Timeline. 

There are multiple ways to create a rule for transaction categorization:

  1. Click on the Rules link in your timeline: Click on ‘Create a rule’. OR

  2. After categorizing a transaction: When you categorize a transaction manually, you'll receive a nudge to 'Create a rule' for similar transactions. This is a quick way to automate categorization. OR

  3. Transaction menu: You can find the 'Create a rule' option within the more menu (represented by three dots) for a specific transaction. OR

  4. Keyboard Shortcut: If you prefer keyboard shortcuts, simply type 'W' to create a rule for a specific transaction without navigating through menus.