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What are Expense Rules?

Expense Rules help you further automate your income tracking by automatically tagging certain deposits as they pull in from your linked accounts. This removes the need for you to tag those transactions manually, saving you time and ensuring all of your expenses are accounted for.

To Create an Expense Rule:

  1. Navigate to the section Accounting > Transactions > Money Out
  2. Click on an expense that hasn’t been tagged as Business or Personal yet
  3. Click the ‘Create a Rule’ button
  4. Choose the expense business category that you want transactions from that vendor to be tagged to
  5. If tracking multiple businesses, pick which business you want transactions from that vendor to be associated with
  6. If applicable, tag which client (if any) you want transactions from that vendor to be associated with
  7. Choose if you’d like to automate those options for all transactions from that vendor (past and future) or only future
  8. Click ‘Save’
    1. If this rule matches a rule that is archived, then a prompt will show either asking you to ‘Restore Archived’ or Restore and Update’ so that you do not have duplicate rules
    2. If you are creating a rule similar to an active rule, then a prompt will ask you to edit the rule so it matches the already active rule or ‘Update the Existing Rule’