Bank Auto-Categorization Rules
Add Rule
Active Rules
5
| # | Keyword | Match | Account | Vendor | Memo | |
|---|---|---|---|---|---|---|
| 5 | Uber |
Contains | 68400 Travel Expense | Uber | — | |
| 5 | United Airlines |
Contains | 68400 Travel Expense | United Airlines | — | |
| 10 | McDonald |
Contains | 64300 Meals and Entertainment | McDonald | — | |
| 10 | SparkFun |
Contains | 64900 Office Supplies | SparkFun | — | |
| 10 | Starbucks |
Contains | 64300 Meals and Entertainment | Starbucks | — |
Rules are applied automatically when you import bank transactions via CSV. Matches are case-insensitive and checked in priority order.