Category Rules

Keyword-based auto-assignment rules for accounts, projects, and documents

How Auto-Assign works
  1. Which entries are scanned — every entry that is missing a project or missing a document. Entries that already have both assigned are skipped.
  2. What is matched — for each entry the system builds a search text from the entry description plus the account names of all its lines. Matching is case-insensitive substring (e.g. keyword wool matches WOOLWORTHS).
  3. First rule wins — rules are tested in order. The first rule whose keyword appears in the search text is applied; later rules for that field are not tested.
  4. Project & Document run independently — a single entry can be assigned both a project and a document in one pass if separate rules match.
  5. Auto-creates if missing — if the matched project or document name doesn't exist yet, it is created automatically.
  6. Never overwrites — existing project or document assignments are never changed. Only empty fields are filled.
Note: Account rules (left tab) apply only during CSV/PDF import — they do not run during Auto-Assign.
How it works: During CSV/PDF import, each transaction description is checked against these rules (case-insensitive substring match). The first matching rule's account is pre-selected as the debit account in the review step — matched rows show a ★ rule badge. Account rules do not run during Auto-Assign — they apply only at import time. You can still override any row manually before posting.
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