Updated Sep 10, 2026 · 5 steps · 1 min read

1. 1

   What a rule does

   A filing rule says "any vendor containing this text files as that category". When you record money and the vendor matches, the category fills in with a note naming the rule. It is a suggestion — pick a different category and your pick wins.

2. 2

   Make one while recording money

   The easiest rule is the one made in passing: on the money form, tick "Always file “…” as …" under the vendor and category you just chose. Next time that vendor files itself.

   
3. 3

   Manage rules on the phone

   Open "Filing rules" from the More tab. Add one with a pattern of at least two characters and a "Files as" category, then "Save rule". Patterns match anywhere in the vendor name, capitals ignored, and the longest matching pattern wins.

   
4. 4

   Manage rules on the web

   The same list lives on the Money page: "When the vendor contains" and "File it as", then "Save rule". Rules made on either surface apply on both.

5. 5

   Remove without rewriting history

   Removing a rule stops future filing only — records already categorized keep their categories.

   Rules pair well with receipts: a scanned receipt suggests the vendor, the rule suggests the category, and you confirm one prefilled form.