Rule templates

Ready-made rules to start from: put a payee in a bucket, tidy a name, tag an account and more.

Every Rule templates feature

Charges of $30 or more wait in To review for a look.
- New rule → Big charges to review.
A payee's spending goes to one plan bucket.
- New rule → Put in a bucket.
A payee's entries stay out of plans but count in balances.
- New rule → Keep a payee out of plans.
Venmo or PayPal top-ups become transfers.
- New rule → Pair payments with my account.
An empty rule to fill in.
- New rule → Start from scratch.
Any of a list of payees goes in one bucket.
- New rule → Several places, one bucket.
Charges under an amount at certain places go in one bucket.
- New rule → Small charges to a bucket.
Every entry on an account gets a tag.
- New rule → Tag everything on an account.
"SQ *BLUE BOTTLE 123" becomes "Blue Bottle".
- New rule → Tidy a payee name.