Create Rules for Recurring Expenses

Expense rules allow you to have automatic allocation based on the merchant name of the expense. 


Setting Up Your Rules

To create an expense rule, go to Settings > Preferences in your account and scroll to the Expense Rules section of the page. 

expense_rules.png

To apply the rule to all expenses, enter a period "." in the "When the merchant name contains:" field. 


Create a Rule While Editing 

You can also create expense rules while you are editing a given expense. To do this, simply check the box for "Create a rule based on your changes" at the time of editing. 

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