The difference between Category Rules and Filters
Category rules work by automatically categorising your transactions purely based on the merchant (or keywords within the merchant), of a transaction.
Filters, on the other hand, can categorise your transactions based on multiple criteria, such as Merchant keyword + amount + specific account.
Filters can also apply changes to transactions, rather than just assigning a category like a category rule does.
Filters can:
- Add a label
- Change the merchant name
- Delete a transaction
- Mark a transaction with the transfer icon
- Assign a category
For more detail on using Filters please see: Everything you need to know about filters.
For the full overview, please see: Category rules: An overview guide