Categorization rules

A rule says “items like this go into this category, with these labels”. Rules are checked before AI, so they are the most reliable way to get items sorted the way you want.

Go to Settings → Categorization rules.

Three ways to match

Match type	Matches when…	Example
Item name (exact)	the whole line equals the pattern	Rožok → Grocery, Bread
Item name (contains)	the pattern appears anywhere in the line	mlieko matches “Mlieko 1,5 %” → Grocery
Merchant IČO	the item comes from a company with that ID	every item from a petrol station → Fuel

Create a rule

1. Tap + New rule.
2. Choose the Match type and enter the Pattern.
3. Choose the Category and, optionally, Labels.
4. Set the Priority. A lower number is checked first.
5. Tap Create.

Tip

The quickest way to make a rule is to correct an item. When you change an item’s category and choose Always, Cashfinity creates the rule for you.

Priority and hits

When several rules match an item, the one with the lowest priority number wins. Each rule shows how many items it has categorized so far, for example 70 hits.

Edit or delete a rule

Tap a rule to change it and tap Save, or tap Delete to remove it. Items it already sorted keep their category. New items are no longer matched by it.

Related

• Review queue
• Manage categories