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



with the parameters of
Matches Exactly


Greater than
Less than


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 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.


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