Rule Suggestions
System-proposed classification rules based on your transaction history.
How to use it
Open Rule Suggestions from the Rules page. Review each suggestion and accept the ones you want; accepted suggestions become active rules immediately.
Configuration
Requires enough transaction history for the system to detect a pattern.
Details
| Menu location | Left nav, Rules, then Rule Suggestions. |
| Who uses it | Users who want automation without writing rules from scratch |
| Prerequisites | Shared Classification Rules |
Related pages
See which plan includes Rule Suggestions on pricing, or how Count My Bucks compares to QuickBooks.