Automatic rules

Auto-categorize transactions using keyword/regex patterns - save time on manual categorization.

Features:

• Rule management page with creation/edit/delete

• Keywords or regex patterns with preview/test tool

• Filter by transaction type (income/expense/both)

• Auto-assign categories or convert to transfers

• First-match-wins precedence

• Apply to specific accounts or all accounts

• Only affects auto-imported transactions (bank sync/manual import)

Rules match against: description, notes, merchant name

Case-insensitive matching with efficient regex timeouts

Future: Bulk application to historical transactions, ML-suggested rules, rule templates.

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

8 months ago

Author

dmytro_sv

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