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A rule does the categorizing for you. You describe what to look for — a payee, an amount, a memo, an account — and what to do when a transaction matches. New transactions that fit run through your rules automatically.

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Build a rule

1

Open Rules and start a new rule

Go to Rules and create a new rule. You can also right-click a transaction in the register and choose Create Rule from This to start with its details filled in.
2

Name it

Give the rule a clear name, like “Categorize Amazon purchases.”
3

Choose how conditions combine

Set Match mode to All conditions (every condition must be true) or Any condition (one is enough).
4

Add conditions

Add one or more conditions that describe the transaction (see below).
5

Add actions

Add one or more actions to apply when the rule matches (see below).
6

Save

Save the rule. It applies to new transactions going forward. To apply it to existing transactions, see Apply a rule retroactively.

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Conditions

A condition is a field, an operator, and a value. Available fields:
FieldOperatorsNotes
Payeeis, contains, matches regexThe payee name on the transaction
Amountequals, greater than, less than, at least, at most, betweenEnter dollar amounts; between takes a min and max
AccountisA specific account
Notes / Memocontains, matches regexText in the transaction’s memo
Start with Payee contains — it’s the most common and most forgiving condition. Reach for matches regex only when you need pattern matching that plain “contains” can’t express.

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Actions

An action is what the rule does on a match. Available actions:
ActionWhat it does
Set CategoryAssign a category to the transaction
Set PayeeRename the payee
Add TagsAdd one or more tags (you can create a tag inline)
Mark ClearedSet the transaction to cleared
Append to NotesAdd text to the memo
Hide TransactionHide the transaction from views
Auto-SplitDivide the transaction across categories by percentage
A rule can carry several actions — for example, set a category and add a tag.

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Worked example

To tag every charge over $100 from one account for review:
  • Match mode: All conditions
  • Condition: Account is “Checking”
  • Condition: Amount greater than $100
  • Action: Add Tags → “Review”
  • Action: Mark Cleared (optional)

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If something looks wrong

  • The rule isn’t firing → confirm it’s enabled and its conditions actually match (check the payee text and amount). See Manage rules.
  • It fired on the wrong transactions → tighten the conditions, or switch match mode from Any to All.

Apply retroactively

Run a rule over transactions you already have.

Manage rules

Edit, reorder, pause, or delete rules.

Payees

Default categories — the lighter alternative to a rule.

Tags

The tags a rule can add automatically.