{% extends "base.html" %} {% block title %}Rules — Your Finance{% endblock %} {% block content %} {% if save_result %} {% endif %}

Categorization Rules

Rules are evaluated in priority order (lower number = runs first).

New rule History
{% macro sort_th(column, label, style="") %} {% set state = sort_state_for_column(column) %} {% set qs = sort_url_for_column(column) %} {% endmacro %} {{ sort_th('priority', 'Pri', 'width: 5%;') }} {{ sort_th('match_value', 'Match', 'width: 30%;') }} {% if tab == 'tag_only' %} {% else %} {{ sort_th('category', 'Category', 'width: 15%;') }} {% endif %} {% for rule in rules %} {% with count = counts.get(rule.id, 0) %} {% include "_rules_row.html" %} {% endwith %} {% endfor %}
{{ label }} {% if state == 'asc' %} {% elif state == 'desc' %} {% else %} {% endif %}
Type / FieldTagsTagsActive Matches Actions
{% if not rules %}
{% if tab == 'tag_only' %}

No tag-only rules yet

Tag-only rules apply tags without changing the category, even on manually categorized transactions.

{% else %}

No rules yet

Create your first rule to automatically categorize transactions.

{% endif %} Create your first rule
{% endif %}
{% endblock %}