Managing Transaction Rules - Mobile

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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. 

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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

  1. From anywhere in the mobile app, tap the menu icon in the top-right.
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  2. Tap Settings and then select Transaction Rules.
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  3. Choose a rule from the list.

Editing a transaction rule

  1. In Transaction Rules, tap the Change Payee To field and type in a new name.

  2. Tap the Change Category To field and select a new category.
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Deleting a transaction rule

  1. In Transaction Rules, tap the delete icon in the top right corner.
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  2. 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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