Rules are your personalized instructions for how banking transactions should be categorized automatically.  By creating these Rules;  You never have ...

Rules can be created from your Timeline.  There are multiple ways to create a rule for transaction categorization: Click on the Rules link in your timel...

Click on Create a rule from the Timeline (see where do I go to create a rule?) Enter the rule name in the Enter a name for this rule field. ...

To ensure the same rule is not created by you or another user (could be your bookkeeper) you will get notified if the rule you're creating is the same a...

The duplicate or similar rule message appears after you save the rule you’re creating. Fincent will check if there are duplicate or similar rules already cr...

To begin with, in the THEN section, select Mark As by clicking on ‘Assign category’ - You will have the option then select Transfer, Credit card pay...

Click on the ‘Rules’ link in the Timeline. If rules have been created you will see the list of rules created. To review existing rules you may do the follow...

By editing a rule, whatever changes made to it will be applied prospectively and will not change the past banking transactions that the rule was applied on....