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
Finary then offers to apply this category to similar transactions with a smart rule. The first time, the window opens directly; after that, use the Create a smart rule link in the confirmation message
Click Next, choose the keywords, then confirm
Option 2: From the Create button
On the Budget page, below the chart and to the right of the tabs, 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
Finary then offers to create a smart rule: tap Create a new smart rule
Choose the keywords, tap Next, then Submit
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
Below the chart, to the right of the tabs, 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 More
Select Smart rules
Tap on a rule to edit or delete it