{% extends "base.html" %} {% from "_macros.html" import category_select, property_select, account_select, help %} {% block title %}Rules{% endblock %} {% block content %}

Auto-categorize rules

When an imported transaction's description contains the text, it is categorized automatically. The longest matching text wins.

Add a rule

Your rules ({{ rules|length }})

{% if rules %} {% for r in rules %} {% endfor %}
When description containsCategoryPropertyConditions
{{ r.match_text }}{% if r.rename_payee %}
rename → {{ r.rename_payee }}
{% endif %}
{{ r.category }} {{ r.property or '' }} {% if r.account %}{{ r.account }}{% endif %}{% if r.amount_cents is not none %} amount = {{ r.amount_cents|money }}{% endif %}
{% else %}

No rules yet. The easiest way to make one is the “Always categorize…” checkbox when you categorize a transaction.

{% endif %}
{% endblock %}