Steps
Tips for getting the most out of automation:
- Start with your most frequent, predictable transactions (subscriptions, payroll, regular vendors) rather than trying to automate everything at once.
- Use specific Conditions (exact payee names) to avoid one rule accidentally catching transactions meant for another.
- Set rules to apply to "All bank accounts" only when the logic truly applies everywhere.
- Periodically check "All rules" to retire or tighten ones that aren't matching as expected.
Related Articles
- How to Create Auto Rules in Sumung
- Best Examples of Auto Rules in Sumung
- Why Auto Rules Are Not Working in Sumung
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