Rules help you modify transactions automatically. Follow these steps to create your own custom rules:

1. Customize filter query.

Create a custom filter that matches the type of transactions you want to create rules for. Once ready, click on the Create rule button.

2. Select effects

A new sidesheet should appear with a summary of your new rule. In here you can select any of these effects:

2.1 Categorize as

All future transactions matching a rule's setting will be categorized as specified here.

2.2 Send notification

An email will be sent to your email whenever a transaction matches a rule's settings.

<aside> 💡 See: Applying rules manually.

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