Get answers to your questions

How do I see and edit all of my rules?

Updated at October 13th, 2020

Rules allow you to auto-tag transactions so you can save time!

MOBILE
To view rules on mobile, your rules are listed in your settings page. To get there, click on the blue avatar with your initial on it, click on settings when the drawer slides open and click on "categories & rules" to manage your rules. You can add, edit and remove rules on the Rules page.

WEB
To view rules on web, your rules are listed on a page under the settings tab. To get there, hover over the settings tab and you'll see the option for Rules. You can add, edit and remove rules on this page.

Did this article help you?