Rule Engine

What it is

The Rule Engine allows you to create custom rules that automatically categorize transactions, add tags, or perform other actions based on conditions you define. Save time by automating repetitive transaction management tasks.

Why it matters

Manually categorizing and managing transactions is tedious, especially when you have many similar transactions. The Rule Engine automates this process, ensuring consistency and saving you time.

How it works

1. Create Rules: Define rules with conditions such as:

   • Merchant name contains "Starbucks"
   • Amount is greater than $50
   • Transaction description matches a pattern
   • Account type is "Credit Card"

2. Set Actions: When conditions are met, rules can:

   • Automatically categorize the transaction
   • Add tags or notes
   • Mark as recurring
   • Apply custom labels

3. Priority System: Rules are processed in order of priority, so you can create specific rules that override general ones.

4. Test Before Applying: Preview how rules will affect your transactions before applying them.

User benefit

This helps you automate transaction management, ensure consistent categorization, and save time on repetitive tasks.

Example Rules

• Coffee Shops: Automatically categorize all transactions from coffee shops as "Dining Out"
• Large Purchases: Tag any transaction over $100 as "Large Purchase"
• Recurring Bills: Mark utility bills as recurring and set up reminders
• Work Expenses: Categorize transactions from work-related merchants as "Business Expenses"