Conditions

Match entries on chosen accounts.

• Under When, choose Account.

Match amounts that are exactly, more than, at least, less than, at most or between figures.

• Under When, choose Amount.

Match words anywhere in the entry.

• Under When, choose Any text.

Match by the label your bank gave, like Paycheck or Credit card payment.

• Under When, choose Bank's label.

Match entries before, after or on a date.

• Under When, choose Counts on date.

Match by the entry's description.

• Under When, choose Description.

Group conditions so all of them, or any of them, must match; groups can sit inside groups.

• Add an And group or an Or group.

Rules written in your words can also match the bank date, weekdays or days of the month, tags, currency, bucket, reviewed, kept out, splits or a bucket.

• Write it in If; Inspect rule shows the condition.

Match words in the entry's notes.

• Under When, choose Notes.

A pattern can pick parts of a name to reuse, and patterns that could run slowly are refused when saved.

• Use $1 in an action for a pattern's first group.
• A saved pattern that can't run is skipped and the rules after it still run.

Match by who the money went to or came from.

• Under When, choose Payee.

Match spending, income or transfers.

• Under When, choose Type.