Rules

Automate Your Financial Life

Rules let you automate your workflow, so you can automatically personalize transactions that are automatically synced from your bank.
Software that assists, not takes over
One of the core principles of our product is to assist you in doing your tasks better, not take away control from you.
Buxfer can automatically tag your transactions based on merchant, location and other transaction metadata. However, we know that machines aren't quite as smart as you (yet!), and automatic tagging can often lead to wildly inaccurate results. That's why we support manual tagging and let you automate your own tagging with custom Rules.
We know it's very important that you get your transactions categorized exactly the way you like, and Buxfer will let you do exactly that. You can use the effortless, automatic (but possibly inaccurate) tagging, and setup Rules to automate tagging where the machine is not good enough.
How it works
  • Automatically add tags based on the description, amount and other transaction fields.
  • Automatically identify transfers based on transaction data.
  • Replace the clunky description your bank provides with a nicer looking description.
All your accounts at one place
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