Categorization rules: teach it once

Your rules run first, and AI only handles what is left over. So a rule is how you take a merchant off the AI's plate and have it decided the same way every single time.

Open All pages in the left sidebar, then under Accounting click Categorization rules.

Create a rule

1. Click New rule.
2. Give it a Name you will recognise later, like "Shell to Fuel".
3. Leave Priority at 100 unless you need this rule to beat another one.
4. Choose a Match type, then fill in what it should look for.
5. Pick the account under Set category.
6. Optionally pick a customer under Set customer.
7. Click Save rule.

The four match types

• Merchant contains matches text anywhere in the merchant name. This is the one to use most of the time.
• Memo regex matches a pattern in the memo, for when the merchant name is not enough.
• Amount equals matches one exact amount, which suits a fixed monthly charge.
• Amount range matches anything between two amounts.

Apply rules to what is already waiting

New transactions are matched as they arrive. To sweep the ones already sitting in review, click Apply rules now.

It tells you how many it filed, or says nothing matched.

Good to know:

• Lower priority runs first. A rule at 10 beats a rule at 100, so put your most specific rules on a low number.
• Rules only touch transactions still waiting for review. Anything you have already verified is left alone.
• Use the power icon on a row to switch a rule off without deleting it.
• A rule fills in the category. It does not post anything by itself, so the transaction still moves through review the normal way.

Updated on: 04/08/2026