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When you manually change a category or the name of a payee on a transaction, the mobile app will offer to automatically make that change on all similar transactions.
For example, when you change a default payee name or a category in spending or budgets, you will see the new personalized rule in Settings under Transaction Rules.
Managing transaction rules
- From anywhere in the mobile app, tap the menu icon in the top-right.
- Tap Settings and then select Transaction Rules.
- Choose a rule from the list.
Editing a transaction rule
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In Transaction Rules, tap the Change Payee To field and type in a new name.
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Tap the Change Category To field and select a new category.
Deleting a transaction rule
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In Transaction Rules, tap the delete icon in the top right corner.
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Confirm that you want to delete the rule by tapping Delete, or tap Cancel if you’ve changed your mind.
Note: Deleting a rule will not affect any past transactions that have already been categorized by that rule.
To learn more about the Transactions tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.
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