Automatic rules let you train Buxfer to automate certain common actions that you wish to perform on transaction that match a specified set of filters.
FAQs
Does Buxfer provide automatic categorization for my transactions?Buxfer provides two ways of automatic categorization:
- FULLY AUTOMATIC CATEGORIZATION: We automatically tag transactions based on their description, merchant and other metadata. This is a premium feature that requires a PILOT or higher membership.
- MANUAL RULES: We make it super easy for you to quickly create rules for taking actions (like adding tags) to transactions that match
a set of specificed filters. This can be a little more work to setup initially, but over time it provides more accuracy and control over how your transactions are categorized.
How does keyword matching work for Rules?Rules support several operators for keyword matching:
- contains: Keyword can occur anywhere in the description.
- contains phrase: Descriptions contains keyword as an exact phrase.
- starts with: Description starts with keyword.
- equals: Description exactly equals keyword.
- matches wildcard: Description matches keyword using a wildcard pattern (see example below).
Note that keyword matching is always case insensitive, i.e., it does not matter if the description or keywords
have uppercase or lowercase letters.
Examples:
| DESCRIPTION
| OPERATOR
| KEYWORD
| RESULT
|
| COSTCO WHOLESALE98728 |
contains |
costco wholesale |
YES |
| COSTCO WHOLE |
contains |
costco wholesale |
NO |
| COSTCO WHOLESALE 98728 |
contains phrase |
costco wholesale |
YES |
| COSTCO WHOLESALE98728 |
contains phrase |
costco wholesale |
NO |
| COSTCO WHOLESALE98728 |
starts with |
costco wholesale |
YES |
| PAYMENT TO COSTCO WHOLESALE98728 |
starts with |
costco wholesale |
NO |
| COSTCO WHOLESALE98728 |
equals |
costco wholesale98728 |
YES |
| COSTCO WHOLESALE98728 |
equals |
costco wholesale |
NO |
| COSTCO WHOLE98728SALE |
matches wildcard |
costco whole*sale |
YES |
How can I automatically convert certain transactions to transfers?Automatic rules let you specify keywords that when matched, will convert a transaction into a transfer.
There are two ways you can create a new transfer rule:
-
From an existing transaction: Click to expand the transaction, then click Add Rule.
-
Visit Rules, then click "Add Rule".