How do I create, view, and delete transaction rules?

You can create naming and category rules for your transactions on

  1. Sign in to and select Transactions near the top of the page.
  2. Select the date, description, or category of the transaction you’d like to create the rule for.
  3. Select Edit Details.
  4. Edit the description or category and RULES will appear under your transaction.
  5. Select the box next to Always rename [payee name] and categorize as [selected category].
  6. Select I’m Done.

You can view, edit, and delete all your transaction rules by selecting Manage your transaction rules at the bottom of the Transactions page. Select the X next to a rule to delete it.