If you have recurring transactions that you'd like to be automatically classified, then this feature is for you! Follow the steps below to set up your Favorite Transactions so you don't have to manually keep track of them anymore.
Step 1: Log into the Web Dashboard
Step 2: Click on the "Account" tab in the top right corner
Step 3: On the left side of your screen, under Transactions, click on Rules.
Step 4: Click on the green "New" button in the right-hand corner to create a new rule for your Favorite Transaction.
Step 5: This is where you will create the rule for your recurring transactions. You will start by clicking on the drop-down menu (Merchant) and selecting the option that best suits your needs (Expense, Revenue, etc).
Step 6: Continue filling out the conditions that describe the transactions you want automatically classified.
Step 7 (optional): If you want to add more conditions/descriptions to the transactions, you can add as many as necessary by clicking the "Add condition" button.
Step 8: Click on the Dropdown menu for Purpose and select how you want these transactions that meet the above criteria to be classified.
Step 9 (optional): Add any notes that you'd like to appear next to this recurring transaction.
Step 10: Click "Save" the button in the top right corner to save your changes and you're all done!
You can create as many rules for your transactions as you need to.
If you have any questions, please email us at firstname.lastname@example.org. We're always happy to help!
*We're pleased to announce that we can offer Support in both English and Spanish.