Rule Suggestions
System-proposed classification rules based on your transaction history.
Who it's for
Users who want automation without writing rules from scratch
Key benefits
- Suggests rules based on patterns already in your data
- One click to accept and start auto-classifying
- Reduces setup time for new rules
Overview
Rule Suggestions looks at your transaction history for repeated, not-yet-automated patterns and proposes ready-made Classification Rules you can accept with one click instead of building from a blank form.
Related features
See how Rule Suggestions fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.