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Intuit

Use rules to speed up reviewing and categorising transactions

You can use rules to always mark certain transactions a certain way.

For example, let's say you bought some office supplies from Staples. As soon as you mark the transaction as Business, you'll see the Add Rule button appear. Select Add Rule to automatically mark any new transactions from Staples as Business.

Note: Rules only apply to new spending or income going forward, unless you check the box to apply to past transactions as well. If you turn a rule off, you won't change any of the work you've done in the past.

Change or correct past transactions

  1. Create a new rule.
  2. Check the box to apply it forward and backward.

Modify or delete existing rules

  1. Select Rules from the cogwheel drop down in the upper right corner.
  2. From the Rule page, select edit to modify a rule and the drop down arrow next to edit to delete one.

For mobile:

Create new rule

iOS

  1. Tap the Cogwheel in the upper left corner.
  2. Tap Rules.
  3. Tap the Plus sign (+) in the upper right corner of the Rules page.
  4. Add a description and choose whether to match exactly.
  5. Select the category you want all future transactions with this description to have.
  6. Select a specific account you wish to apply the rule.
  7. Tap Save in the upper right corner.
  8. Select whether to apply this rule to all past and future transactions or only transactions going forward.

Android

  1. Tap the hamburger (≡).
  2. Tap Rules.
  3. Tap the Plus sign (+) in the lower right corner of the Rules page.
  4. Add a description and choose whether to match exactly.
  5. Choose Business, Personal, or Split, and then select the category (and split amounts, if applicable) you want all future transactions with this description to have.
  6. If you want the rule to apply only to a specific account, tap the Advanced field and select an account.
  7. Tap Save in the upper right corner.
  8. Select whether to apply this rule to all past and future transactions or only transactions going forward.

When you swipe left on the transaction, you can tap Create rule in the blue field to open the steps above.

Modify or delete rules

iOS

  1. Tap the Cogwheel in the upper left corner.
  2. Tap Rules.
  3. Tap the rule you wish to modify.
  4. Modify rule details, or delete the rule by tapping Delete rule at the bottom.
  5. Tap Save in the upper right corner.

Android

  1. Tap the hamburger (≡).
  2. Tap Rules.
  3. Tap the rule you wish to modify.
  4. Modify rule details, or delete the rule by tapping Delete rule at the bottom.
  5. Tap Save in the upper right corner.

To get additional support or ask any other questions, please don't hesitate to contact us.

  • iOS - Tap the Cogwheel, then select Help & FAQ.
  • Android - Tap the Overflow menu, then select Strong.

Note: When you can support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.