Why You'll Love Rules
Rules are your shortcut to staying on top of your money without all the manual work.
They’re like your personal assistant for transaction organisation, working quietly in the background so you don’t have to.
What Are Rules?
Rules let you automate repetitive tasks when it comes to managing your money. For example, if you always mark "AYCC" transactions as a tax deduction, you can create a rule to handle this for you automatically.
No more manual sorting or organising — Rules take care of it for you.
How to Set Up a Rule
Choose the Trigger
This is the "if" part of your rule:
Does the transaction name start with or contain specific text, like "AYCC"?
Is the transaction a certain amount?
You decide what triggers the rule.
Decide What Happens Next
This is the "then" part. Once the rule detects a matching transaction, it can:
Rename the transaction for better clarity.
Categorise it under something meaningful like "Gifts & Donations"
Mark it as a deduction (perfect for tax purposes).
Add tags or even hide it from your main feed.
Apply the Rule to Past Transactions
Rules don’t just work going forward — they also scan your transaction history and apply themselves to any matches. For example, if you’ve made donations in the past, those will be instantly marked too, unless you decide to skip this step.
What Can You Do with Rules?
Here are some ways Rules can make your life easier:
Track Tax Deductions Automatically: Set rules to catch deductible expenses like work-related travel or charity donations.
Clean Up Your Transaction Feed: Rename cryptic bank statements into something you actually recognise.
Organise Your Spending: Sort transactions into meaningful categories like subscriptions, groceries, or business expenses.
Getting Started
Head to Rules by tapping the the⚡️icon in the right of your Activity tab.
Tap Create Your First Rule.
Follow the prompts to set up your "if this, then that" logic.
Sit back and let Rules do the heavy lifting.