BillForecast Team
1 min read
Automate the Boring Stuff: A Guide to Transaction Rules
Stop categorizing the same transaction every month. Use powerful Regex rules to clean up your ledger automatically.
automationrulesefficiencypower-user
Share:
The Drudgery of Categorization
Importing transactions is great, untill you see 50 entries labeled "UBER *TRIP 28475". Manually changing each one to "Transportation" is a waste of your life.
Set It and Forget It
BillForecast's Rules Engine lets you teach the app how to handle your specific messy data.
Example: The Amazon Problem
Input: "AMZN Mktp US*284 - 8374"
Rule: If description contains "AMZN" or "Amazon"
Action: Rename to "Amazon" AND Set Category to "Shopping"
Power User? Use Regex.
For complex patterns, we support Regular Expressions. Match specific store codes, dates formats, or varying vendor names with a single rule.
Spend less time sorting data and more time making decisions.