Bank rules

Categorize repeat transactions automatically, in priority order.

Banking → Rules.

A rule has conditions (description contains, amount is, account is) and actions (set payee, set category or a split, set class, add a memo).

Order matters. Rules run by priority, and the first rule marked stop processing wins.

Auto-confirm is off by default. A rule that categorizes without review is powerful and slightly dangerous; you have to opt into it.

Test before you trust it: Test rule dry-runs against the last 90 days and shows exactly what would have matched.

A shortcut: if you categorize something the same way more than twice, create a rule from it directly on the transaction.