How do I set up a categorization rule?
Whenever you assign a category to a transaction in either the Accounts widget or the Financial Wellness widget, you will
have the option to select a checkbox in the categorization drawer to apply that selected category to all future transactions
containing the listed description. If the checkbox is selected and the category is saved, any future matching descriptions
will be automatically assigned the selected category.
Note that the entered rule description must be a substring of the original description. In other words, you can remove
characters or words from the front or back of the original description text, but you cannot remove sections from the
middle of the original description or add any characters.
For example, if a transaction’s original description was WALMART SUPERCENTER GULFPORT, MS, you could enter
a substring of “WALMART SUPERCENTER”, but not “WALMART GULFPORT”.
Note: newly established rules are not retroactive and will only apply to future transactions.