Rules, schedules and payees

Categorize automatically, plan recurring bills and tidy payees and tags.

• Categorize transactions automatically with rulesCreate a rule that sets a category, payee or other field on transactions that match your conditions.
• Rule conditions and actions ReferenceEvery condition field, operator and action in the rule editor, and how each one compares or changes a transaction.
• How rules run ConceptWhen rules run, which transactions they skip, and how stages and run order decide the result.
• Run rules on transactions you already haveApply your saved rules to an account's uncategorized transactions, or apply one rule to transactions you choose.
• How automatic categorization works ConceptHow the app fills in a category from your payee history and from bank or file categories, and how this differs from rules.
• A rule isn't changing my transactions TroubleshootingFind out why a saved rule did not set a category, payee or other field on a transaction, and how to fix it.
• Set up a recurring bill or incomeAdd a schedule for rent, a paycheck or a subscription, or accept a suggestion the app finds in your history.
• Post, skip or end a scheduled itemAdd the next occurrence to your transactions, skip it, stop a schedule, or edit and delete schedules.
• Schedule repeat and amount options ReferenceWhat each Repeats choice does, how month ends and Twice a month work, and how Exact, About and Between amounts match.
• See what's coming upFind scheduled bills and income in a ledger, on Home and in the Looking ahead report, and link a real transaction to its schedule.
• Rename, merge and delete payeesFix payee names, combine duplicates, remove unused payees and see how this affects your rules.
• Tag transactionsAdd tags to one or many transactions, find tagged transactions, and use tags in the Spending report and exports.
• Manage your tagsChange a tag's color, rename it, archive it so it leaves your lists, or delete it from every transaction.