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Automation Rules
Automatically categorise and tag transactions
Articles in this topic
1
Understanding Rules
Learn how automation rules save time by categorizing transactions automatically
2
Creating Rules
Step-by-step guide to creating automation rules
3
Managing Rules
Edit, delete, and reorder your automation rules
4
Rules During Import
How rules and AI suggestions work when importing transactions
5
Rules When Adding Transactions
How automation rules apply automatically when you create transactions manually