How expense category rules code transactions
Cleared transactions that meet the conditions of an active expense category rule are automatically coded with the assigned expense categories.
Automatically coded transactions will be highlighted on the transactions list. Permitted users can overwrite automatically coded expense categories, if needed.
If a transaction meets the criteria of multiple rules and the expense categories conflict, the app will flag the conflict for you to resolve manually.
Overwriting rules
Owners, Admins, and full-visibility Bookkeepers can override the auto-coded expense categories for any transaction directly from the transaction list.
Card Managers, Members, and Guests will be able to override any auto-coded expense categories for the transactions they have permission to view.
When an auto-coded expense category is manually updated, it will no longer display with an icon.