Expense rules help you automate your expense tracking by automatically tagging transactions from that vendor in the future.
When you begin to tag your expenses, you may see a banner display that says, “Suggested Rule.”
To view the suggested rule, select “Review Now.”
If you want to add the rule, you can edit the following before saving it: Transaction name, Vendor, Tag (personal or business), Business, Client, or Category.
Choose if you want to automate those options for all past and future transactions from that vendor or only future transactions.