Creating a category rule and editing merchant keywords when editing a transaction
When editing a transaction from the Transactions page, you can add merchant keywords to a category rule so that similar future transactions are automatically categorised.
- Navigate to the transaction you would like to categorise on the Transactions page
- Click on the transaction and select a category from the category dropdown
- Tick the checkbox to Make this a Category Rule if not already selected
- Edit the merchant keyword so that it will match future transactions, then click Save
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