Categorization Rules
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Rules auto-fill debit and credit accounts when you import transactions. Create your first rule, or import a CSV and click "Create Rule" on any row.
Create Your First Rule💡
How Rules Work
Rules run in priority order (1 = first). When a CSV row matches a rule's conditions, Finappses pre-fills the debit and credit accounts automatically. First match wins — put specific rules above general ones.
Drag rows to reorder priority · Rules from Recurring Templates sync automatically