Create Category Rule

Create simple rules to automatically categorize your transactions

Rule Name *

Category *

Keywords *

Enter words that appear in transaction descriptions (separate with commas)

Description

Cancel

• walmart, target
• starbucks, coffee
• shell, gas station

• Groceries: walmart, kroger, safeway
• Gas: shell, exxon, chevron
• Coffee: starbucks, dunkin

If a transaction description contains any of your keywords, it will automatically be assigned to the selected category.