Transaction Rules


Transaction Rules are If, Then statements that apply to your past and future transactions

 

You can create rules based on these pieces of transaction information:
Merchant Name
Amount
Category

Account

 

with the parameters of
Contains
Matches Exactly

 

Greater than
Less than
Between

 


When you are creating a rule, you can preview the changes of the rules before you apply them.

 

You can always see a list of your transaction rules at https://app.monarchmoney.com/settings/rules Rules can be edited and deleted.

 

We apply the rules in the order they are listed on the page and you can reorder them by dragging the up and down the page.

 

*Transaction Rules are only available on web and not in the mobile app at this time.

 

Was this article helpful?
0 out of 0 found this helpful