How do I create category rules?

Category rules can be created for both expenses and income. Creating a rule will ensure transactions are categorized based on your preferences.

Creating a Rule

Go to the Bookkeeping view
Select Settings
Select Manage Rules
Select Add rule +
Select either Income or Expense as the rule type
1. This will determine which transactions are included in the rule
Enter the transaction name
1. The transaction name will define which transaction(s) the rule will be applied to
Enter in the Vendor (only applicable for expense rules)
1. If there is not a specific Vendor you can skip this step
Enter in the Client
1. The client will define when the rule should be applied
Select the Category that should be used to categorize the transaction
Determine if the rule should be applied to previous transactions
Determine if the rule should be applied to exact or non-exact matches
Select Save