Categories and rules

What it is for

Each category has words that, in a description, lead to it. They apply to import, entry and the Assistant.

Before you start

• Know the groups (Housing, Food, Car…).

Step by step

1. Open Settings › Categories and rules.
2. Click Edit on a category (Groceries).
3. Add words: market, wholesale, bakery.
4. Click Apply to uncategorized entries, if any.

Every action on this screen

Create category

Name, group and fixed/variable.

Edit category

Window with name, group, type and rules; changes save right away.

Rules

Type the word and Enter; × removes.

Delete

Choose where its entries go.

Apply to uncategorized

Reclassifies at once.

Shortcuts

• Enter adds a word.

Common problems

Rules don't change the past. Reclassify in Entries.

See also

• Entries
• Import statement
• Settings