Always do this for…
On a charge or a record, “Always do this for …” starts a rule already filled in with its name and category, so every future charge like it follows on its own.
Rules · Warn
Set it once
for everything like it.
Warn 30 days early about anything over $100. Turn “VZWRLSS*APOCC VISB” into Verizon. Stop the reminders you never need. A rule does it for every matching record and charge — the ones you have and the ones still to come.
Free · more with Premium3 active rules free. Unlimited with Premium.
- See matches before saving
- Undone when deleted
The same fix, by hand,
every single month.
Your bank calls Verizon “VZWRLSS*APOCC VISB”. The annual renewals need more warning than the monthly ones. The one service you will never cancel keeps reminding you. A rule is that fix written down once — and applied to everything it matches, now and later.
01
Start from a preset, or write your own.
Three starters cover the usual reasons: warn me early about big charges, clean up a messy charge name, stop reminding me about something. Pick one and the rule is filled in for you to adjust — or build one from nothing: a name, where it runs, what it matches, and what it does.
- Warn me early about big charges
- Clean up a messy charge name
- Stop reminding me about something
Presets in the app
02
See what it catches before you save.
Match on name, merchant, description, amount, category, type, billing cycle or source — “amount is over 100”, “name contains Netflix”. Every condition has to match, so each one you add narrows the rule. As you build it, the strip at the top counts what it matches in your own data, worked out the same way the saved rule will be.
- Amount: is over, is under, is, or is between
- Text: contains, is, or starts with
- Up to ten conditions, and every one must match
- “Matches 3 of your 11 recurring items”, live
03
Rename a messy charge once and for all.
If the name contains “VZWRLSS”, rename it Verizon. A rule can rename and set the category on recurring items, on bank charges, or both — and hide a recurring item from your lists and totals. Saving tells you how many it will update, then fixes those and every new one that arrives.
- Rename it, or set the category
- Recurring: subscriptions, bills and investments
- Transactions: new charges, and your recent ones
- “Saving will also update 1 recurring item.”
04
Warn early on the big ones, and quiet the rest.
Change when matching items remind you — 1, 3, 7, 14 or 30 days before — choose push or text for them, or never remind at all. The record says where its schedule came from: Amazon Prime's reminders now read “30 days before · in-app · via a rule”.
- 1, 3, 7, 14 or 30 days before
- Push or text for the matches — texts with Premium
- Never remind me, for the ones you will always keep
- “via a rule” on every record a rule reaches
05
Run in order. Undone when deleted.
Rules run top to bottom, and where two disagree, the later one wins. Long-press a rule to move it, switch it off, duplicate it or delete it. Deleting puts back every name and category it changed — unless you have edited one yourself since — and its effect on reminders stops at once.
- Move up, move down, to the top or to the bottom
- Disable without losing it; duplicate to try a variation
- Delete restores what it renamed or recategorised
- “Rule deleted. 1 record restored.”
The small things that make rules safe
Changed by a rule, and why
A charge a rule changed says so, with the bank's original text underneath and Restore the original one tap away.
On everything new
Rules run on records you add, records you edit and new charges from your bank — not just the ones you had when you saved.
Quiet means quiet
Once a rule says never remind me, a later rule cannot switch it back on. And a rule can only use a channel you already allow.
In the web app too
The web app has its own Rules page: rename, set a category, never remind, or change how many days ahead you hear.
Three free, then Premium
Free accounts run three rules at once — switch one off to turn another on. Premium makes them unlimited.
Got Questions
FAQ
Warn
Write the rule you keep doing by hand
Start from a preset, check what it matches, and save. From then on, everything like it is handled the same way — and deleting it puts things back.
Get started free
Free forever · No card needed · iOS, iPad and Android