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.”
How to create a smart rule
🖥️ On the webapp
From the Budget page, you can create a smart rule in two ways:
Option 1: From a transaction
Click on the transaction you'd like to recategorize
On the sidebar, click on the category to change it
Choose the desired category or create a new one
After confirming, you'll see the smart rule option to apply this category to similar transactions
Click Next, choose the keywords, then confirm
Option 2: From the Create button
At the bottom of the Budget page, click the Create button
Select New smart rule
Follow the steps to define keywords and category
📱 On the mobile app
Tap on a transaction you'd like to recategorize
On the details screen, tap the category to change it
Choose the desired category or create a new one
After confirming, you'll see the smart rule option to apply this category to similar transactions
Tap Next, choose the keywords, then confirm
That's it! Every future transaction will now use this rule automatically.
If you use Family mode: smart rules created on one profile are shared with all members.
Manage my smart rules
You can view, edit, and delete your smart rules at any time.
🖥️ On the webapp
Go to the Budget page
At the bottom of the page, click the Settings button
Select Manage smart rules
From the side panel, click on a rule to edit or delete it
📱 On the mobile app
Go to the Budget tab
Tap the Settings icon
Select Manage smart rules
Tap on a rule to edit or delete it