# Set up categorization rules

{% hint style="info" %}
You can now create custom categorization rules based on your conditions.
{% endhint %}

**Step 1** - Go to *Transactions* in the sidebar, and hit *Manage Categories*

**Step 2 -** Hit *Categorization rules*

**Step 3 -** Create your rules by selecting from/to, the address aimed and the category. Hit "Create rule" and there you go!

<figure><img src="/files/CoVr30baT8qhFsotUnBA" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The category will be added to past transactions according to the rules if you checked the box *"Apply to existing*"
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://multis.gitbook.io/guide-and-legal/financial-backbone-for-web3-companies/tracking-and-bookkeeping/visualize-assets-and-transactions/set-up-categorization-rules.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.