Important: Before setting up your rules, you must first create your categories. Refer to the article Set Up Categories.
Once your categories are in place and you have categorized your initial transactions, you can set up rules to automate this task.
Go to the Categories section and then to the Rules tab:
Create a New Rule: Click the "Create new rule" button in the top right corner.
Set Rule Details: Name your rule, specify if it’s for an inflow or outflow, and add the conditions.
The goal is to identify repetitive patterns and create a rule that will automatically categorize all transactions fitting this scenario.
Prioritize Rules: Once the rule is created, you can arrange them by priority.
Rules at the top of the list will be applied first, followed by the rules further down.
Once you have set up your rules, your transactions that have triggered a rule are automatically categorised. You can view a comprehensive and aggregated summary of these transactions in the Cashflow tab of the Analytics section.
This view allows you to track your cash flow in near real-time, with up-to-date data directly from your payment sources.
For more information, see the article Cashflow Analytics.