Creating a category rule and editing merchant keywords from the Categorise transactions page
When categorising transactions from the Categorise transactions page, you can add merchant keywords to a Category Rule so that similar future transactions are automatically categorised.
- Head to Categorise Transactions (Manage > Categorise Transactions)
- Assign a category to the transaction
- Tick the checkbox for Make this a Category Rule if not already selected
- Edit the merchant keyword so that it will match future transactions
- Click Save & continue
Note
Make this a category rule option is remembered
Once you have ticked the “Make this a category rule” option, it will be remembered and checked automatically the next time you categorise a transaction.
For the full overview, please see: Category rules: An overview guide