Tag
Rules
- Create a categorization ruleTell your AI once which category a merchant belongs in. It saves a rule that sorts that merchant's new transactions, and can sort existing ones too.
- Apply your rules to transactions you already haveYour rules sort new transactions as they arrive. To sort the ones already in your ledger, ask your AI to apply your rules, check the preview, then confirm.
- Test, edit, turn off or delete a ruleCheck how many transactions a rule matches before you apply it, then change its pattern or category, turn it off, or delete it.
- When two rules match the same merchantIf two of your rules match the same charges with different categories, the rule created first wins. Here is how to spot the clash and pick the winner.
- Clean up a year of transactionsA freelancer's year of uncategorized transactions, sorted. Find what's left, make rules for repeat vendors, fix the rest in one pass, then check the year.
- Rules belong to a ledgerEach rule lives in one ledger and only sorts that ledger's transactions. Here is how to put a rule in the right ledger and check what each ledger has.
- Who wins: you, your rules, or the bankWhen you, a rule, an import and your bank each set a category on a transaction, a fixed order decides which one shows. Here is that order.
- Rules or a one-time cleanup?Uncategorized charges piling up? Choose between a rule that also sorts future transactions and a one-time cleanup that fixes only what's there now.
- Rules, knowledge and profile: what your AI remembersPennyweight keeps three kinds of memory for your AI. Rules change categories, knowledge notes inform your AI, and your profile follows you everywhere.
- A rule didn't categorize a transactionYou made a rule, but a matching transaction is still uncategorized or has another category. Here is why a rule skips a transaction and how to fix it.
- Rebuild your rules after movingYour old app's rules don't come with you. Here is how to recreate them in Pennyweight and apply them to your transactions.