Adding a rule to reoccurring items will help to quickly categorize your transactions and keep you Sorted!

A rule can be added to identify any transaction as personal or as business. When you add a rule to a business transaction, you will also be asked to pick the business category that you would like the transactions to be categorized under. 

When you choose to make a new rule, any unsorted transaction that contains the identified name will be sorted into the chosen category. A rule can be edited or deleted at anytime.

Example: If I regularly use taxis for work, I could set "ABC taxi company" to Business - Taxi or Rideshare. After I set the rule, any transaction from ABC taxi company that is unsorted or any new transaction that comes in will always automatically be sorted to the category: Business - Taxi or Risdeshare.

Give it a try to see the time you'll save!

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