Set up categorization rules
Last updated
Last updated
You can now create custom categorization rules based on your conditions.
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!
The category will be added to past transactions according to the rules if you checked the box "Apply to existing"