Finary

Smart rules enable you to create custom rules that automatically categorize certain transactions based on identifiable keywords or phrases. 

For example, you may want to categorize any transaction containing "UBER*EATS" as "Food and Beverage.”

Start by tapping a transaction you’d like to change the category for.

On the sidebar, you can tap on the category to change it.

Choose the category you’d like to use or create it if it doesn’t exist yet.

After confirming the category, you’ll see the smart rule option to apply this category to similar transactions.

Choose the words you’d like to use by clicking them, you can use one or more words.

You can see list of transactions fitting this criteria to examine and refine if needed:

Click Next, then Confirm to confirm the rule

That’s it! every future transaction now will use this rule automatically.

1. Start by tapping a transaction you’d like to change the category for.
2. On the sidebar, you can tap on the category to change it. 
 
3. Choose the category you’d like to use or create it if it doesn’t exist yet.
4. After confirming the category, you’ll see the smart rule option to apply this category to similar transactions. 
 
5. Click Next to proceed
6. Choose the words you’d like to use by clicking them, you can use one or more words.
7. You can see list of transactions fitting this criteria to examine and refine if needed: 
 
 
8. Click Next, then Confirm to confirm the rule 
 
9. That’s it! every future transaction now will use this rule automatically.

Start by tapping a transaction you’d like to change the category for

On the details screen, you can tap on the category to change it.

Choose the category you’d like to use or create it if it doesn’t exist.

After confirming the category, you’ll see the smart rule option to apply this category to similar transactions.

Choose the words you’d like to use by tapping on them, you can use one or more words.

You can see list of transactions fitting this criteria to examine and refine if needed

Click Next, then Confirm to confirm the rule

1. Start by tapping a transaction you’d like to change the category for
2. On the details screen, you can tap on the category to change it.
3. Choose the category you’d like to use or create it if it doesn’t exist.
4. After confirming the category, you’ll see the smart rule option to apply this category to similar transactions.
5. Click Next to proceed
6. Choose the words you’d like to use by tapping on them, you can use one or more words.
7. You can see list of transactions fitting this criteria to examine and refine if needed
8. Click Next, then Confirm to confirm the rule
9. That’s it! every future transaction now will use this rule automatically.

The Budget feature has been designed with enough flexibility to allow you to adapt it to your needs.

How to create a smart rule

🖥️ On the webapp

📱 On the mobile app