Steps
- Go to Auto Rules and open "All rules" to see every rule across your accounts.
- Rules are generally evaluated in order, so review the rule list if you have several overlapping conditions.
- Keep rules specific (e.g. exact payee names) where possible, so broad and narrow rules don't conflict.
- If a transaction is being categorized unexpectedly, check whether multiple rules match it and reorder or tighten their Conditions.
Related Articles
- How Rule Actions Work in Sumung
- Why Auto Rules Are Not Working in Sumung
- How to Edit Auto Rules in Sumung
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