Edit a rule
Click a rule to open it, change its name, match mode, conditions, or actions, and save. The change applies to new transactions from then on. To re-run an edited rule over your history, see Apply a rule retroactively.Priority and order
Rules run top to bottom, so order is priority — an earlier rule can set a category before a later one would. On top of order, every rule sits in one of three stages that run in sequence:| Stage | Runs | Use it for |
|---|---|---|
| Pre | First | Setup work that later rules depend on |
| Default | Middle | Most rules live here |
| Post | Last | Cleanup after the main rules have run |
Pause or enable a rule
Each rule has an enable toggle. Pausing keeps the rule but stops it from running — useful when you want to step out of the way temporarily without losing the setup. A paused rule is also left out of retroactive runs.Delete a rule
Open a rule’s delete action and confirm. Deleting removes the rule but does not change any transactions it has already categorized.If something looks wrong
- The wrong rule is winning → reorder so the more specific rule runs first, or move it to an earlier stage.
- A rule stopped working → check that it’s still enabled and its conditions still match your current payees and amounts.
Related
Create a rule
Conditions, actions, and match modes.
Apply retroactively
Re-run rules over existing transactions.
Categorize
Set a category by hand when no rule fits.
Payees
Default categories handle the simple cases.