Run rules on transactions you already have

Rules apply to transactions as they arrive. To apply them to transactions already in your budget, use Run rules for all saved rules on one account, or Apply actions to N selected now for one rule on transactions you choose.

Run all saved rules on one account

1. Select Transactions in the sidebar (on a phone, the Transactions tab).
2. Select the view button at the top of the page. It shows the current view, such as All transactions.
3. Choose one account from the list.
4. Select Run rules. On a phone, select the More actions button (three dots), then Run rules.

The page reloads on the same account. No message shows how many transactions changed.

Run rules changes only transactions in that account that have no category, are not transfers and are not split. It skips every other transaction, so it does not change their payee, notes or tags either.

For those transactions it runs every saved rule. It applies set category, set payee, set notes, set date, set account, add tag and splits. It does not apply set cleared or set reviewed. set account skips transactions from your bank, and any transaction whose import record the target account already holds.

Apply one rule to transactions you choose

1. Select Rules in the sidebar (on a phone, select the More tab, then Rules).
2. Select the pencil icon on a rule, or select New rule.
3. Set the conditions and actions. The list under "This rule applies to N transactions" shows the matching transactions from every account. Every row starts ticked.
4. Untick the transactions you want to leave alone. The checkbox in the header ticks or unticks all rows.
5. Select Apply actions to N selected now.

"✓ Applied to N" appears next to the button. N counts every ticked transaction the rule ran on, including ones where nothing changed.

Apply actions to N selected now runs only this rule, on every ticked transaction. It does not save the rule. Select Create rule or Save changes to save it.

It overwrites existing values, including a category the transaction already has. It skips actions that do not apply to a transaction, such as set category on a transfer or set cleared on a reconciled transaction. The Actions table in Rule conditions and actions lists each limit.

The list shows the first 300 matches. Any further matches stay ticked and are included when you apply. To leave them out, untick the header checkbox or add conditions to narrow the matches.

Matching looks at whole transactions only. The lines of a split transaction are not matched on their own.

A rule with a split, on a transaction that is already split

If the rule has a split, Apply actions to N selected now replaces the lines of a ticked transaction that is already split with the rule's lines. It works out the new amounts from the transaction's total, the same way it does for a transaction that is not split. Notes on the old lines are replaced, and each new line takes the transaction's payee. If the rule has the same number of lines as the split, the tags and the review mark on each old line move to the new line in the same position. If the number of lines is different, the tags on the old lines are removed. In that case the new lines are all reviewed if every old line was reviewed, and all To review otherwise. Tags on the transaction itself stay. If the lines already match what the rule gives, nothing is rewritten.

If one of the lines is a transfer line, the split stays as it is. The rule's other actions, such as set cleared, still apply to that transaction. Next to "✓ Applied to N", the page says "1 split with a transfer line was left as it is. Change it from the transaction's Details." For more than one, it says "N splits with a transfer line were left as they are. Change them from each transaction's Details." To change such a split, open the transaction's Details.