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Managing Rules

Edit, delete, and reorder your automation rules

Keep your rules organized and up to date as your spending patterns change.

Viewing Your Rules

Click Rules in the main navigation to see all your rules. Each rule shows:

  • The rule name
  • Condition summary (what it matches)
  • Action badges (category, tags, renamed merchant)

Use the search box to find rules by name, category, tag, merchant, or description text.

Editing a Rule

  1. Click on any rule in the list to open the editor.

  2. Modify conditions or actions as needed.

  3. Click Save Changes.

Running a rule on existing transactions

When editing a rule, you'll see a Run now button at the top of the form. Click it to apply the rule to all existing transactions that match the rule's conditions.

This is useful when you've updated a rule's actions and want those changes reflected across your transaction history, or when you've added new transactions that weren't automatically matched.

What Gets Updated

Only transactions in the matched accounts are checked. If the rule is limited to specific accounts, only those accounts are scanned.

Deleting a Rule

  1. Click on the rule to open the editor.

  2. Click the Delete Rule button.

  3. Confirm the deletion.

Transactions Are Not Affected

Deleting a rule does not change any transactions that were previously categorised or tagged by it. Only future matching is stopped.

Reordering Rules

Rules are processed in order from top to bottom. To change the order:

  1. Click the reorder icon (arrows) in the top right of the Rules page.

  2. Use the up and down arrows next to each rule to move it.

  3. Click the reorder icon again to save and exit reorder mode.

Why order matters

When multiple rules could match a transaction, all matching rules are applied. The order determines which rule's actions take effect first.

For example:

  • Rule 1: "Uber" sets category to "Transportation"
  • Rule 2: "Uber Eats" sets category to "Take Away"

If an "Uber Eats" transaction comes in and Rule 1 is first, it would be categorised as "Transportation". By placing the more specific "Uber Eats" rule first, you ensure food deliveries are correctly categorised.

Specific Rules First

Place more specific rules (like "Uber Eats") before general rules (like "Uber") to ensure correct matching.

Tips for Effective Rules

Start with common transactions

Look at your transaction history and identify merchants that appear frequently. Create rules for these first to get the most benefit.

Use description matching for bank codes

If your bank includes reference codes in descriptions (like "BPAY REF 12345"), use description matching to identify bill payments or transfers.

Combine conditions strategically

Use "Both must match" when you need precision:

  • Merchant: "Transfer"
  • Description: "Savings"
  • Logic: Both must match

This only matches transfers to your savings account, not other transfers.

Review rules periodically

As your spending changes, some rules may become obsolete. Delete rules for merchants you no longer use to keep your list manageable.

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