| Date | Account | Description / Store | Amount | Category | Person / Allocation | Business / Personal |
|---|
0 selected
Category
Person
Biz/Pers
A rule says: when a transaction's description contains some text, always set this category and person. Rules win over the app's guesses and apply the moment a matching transaction appears. Add optional dates to scope a rule to a period, for example when a store's treatment changes from one year to the next.