Auto-categorize transactions with
smart rules
Create rules that automatically categorize imported bank transactions. Match by description, payee, or amount and save hours of manual data entry every month.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Intelligent Automation
Rules that learn your patterns and save you time
Smart Pattern Matching
Create rules that match transaction descriptions, payees, or amounts. Rules apply automatically to imported transactions.
Precise Matching
Match exact text, contains, starts with, or ends with. Get exactly the transactions you want to target.
Instant Application
Rules apply immediately when transactions are imported. No manual categorization needed for matching transactions.
Auto-Categorization
Assign category, fund, and description automatically. Fill in all the details you'd normally enter manually.
Multi-Fund Rules
Split transactions across funds automatically. Set percentages or fixed amounts for each fund.
Rule Priority
Set rule order to handle conflicts. First matching rule wins, or combine rules as needed.
Amount Conditions
Match transactions by amount range. Different rules for small purchases vs large payments.
Date Conditions
Apply rules only during certain periods. Seasonal rules for predictable patterns.
Review Before Apply
Option to review rule matches before applying. Confirm categorization or make adjustments.
Bulk Re-Apply
Apply rules to existing uncategorized transactions. Clean up historical data with new rules.
Rule Management
View all rules in one place. Enable, disable, edit, or delete rules easily.
Test Rules
Test rules against sample transactions before saving. Verify matches work as expected.
Automatically categorize imported bank transactions
Create rules that match descriptions, payees, or amounts
Save hours of manual data entry each month
Ensure consistent categorization across similar transactions
Apply rules to historical uncategorized data
Use Cases
Real-world applications
Utility Payments
Create a rule matching "Electric Company" to auto-categorize as Utilities expense from General Fund. Every payment categorizes automatically.
Payroll Entries
Match "ADP" or "Payroll" to categorize as Salary Expense. Include specific funds for different staff positions.
Vendor Payments
Set up rules for regular vendors. Office supplies, cleaning services, and equipment purchases categorize without manual entry.
Deposit Processing
Match deposit patterns to categorize as offering income. Split between general and designated funds automatically.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I create a bank rule?
Go to Bank Rules, click "Create Rule," enter a pattern to match (like "Electric Company"), and set the category, fund, and description to apply. Rules activate immediately.
What matching options are available?
Match by exact text, contains, starts with, or ends with. Combine with amount ranges for precise targeting. Multiple conditions can be combined.
Can rules apply to existing transactions?
Yes! After creating a rule, use "Apply to Existing" to categorize uncategorized transactions that match the pattern. Great for cleaning up imported data.
What if multiple rules match a transaction?
Rules are processed in priority order. The first matching rule applies. You can reorder rules to control which takes precedence.
Still have questions?
Contact our support team