Categories, tags and rules
Organise your spending with categories and tags, and let rules do it for you.
6 articles
How do categories work?
Every transaction gets a category, like Groceries or Gas & EV Charging, so your money adds up by what it was for. New transactions are filed for you, with your rules and your past choices first, and you can change any category in a tap.
How do I create a rule?
Open a transaction and choose Create rule, or choose New rule on the Rules tab in Settings. Say what to match and what should happen, check the preview, and save. It applies to matching transactions you already have and to every new one. Included with Grow and up.
How do I create my own category?
Go to Settings, open the Categories tab and choose New category, or choose New category at the bottom of any category picker. Give it a name, type, colour and icon. Custom categories are included with Grow and up.
How do I use tags?
Tags are labels like vacation, tax or shared that work across categories. Add them from a transaction's details, to many at once from the bulk bar, or automatically with a rule, then filter by them on Transactions and Reports. Included with Grow and up.
How do rules decide what happens?
Rules run from top to bottom on every matching transaction. When two rules set the same thing, the lower one wins, and a new rule joins at the bottom. Your rules run before we categorize anything, so they beat our suggestions and your past choices.
Why aren't uncategorized transactions counted?
Without a category we can't tell if a transaction is income, spending or money moving between your own accounts, so the Overview, Reports and Finn leave it out and tell you how much. Budgets count it as spending until you categorize it.
Still need help?
Our team answers every request, usually within 1–2 business days.