Automatic rules let you train Buxfer to automate certain common actions that you wish to perform per transaction.
Buxfer supports the following types of automatic rules:
Does Buxfer provide automatic categorization for my transactions?
Buxfer does provide the ability to automatically categorize your transactions, but it does not come with a pre-defined set of categorization rules. Instead, we make it super easy for you to quickly create rules for adding tags to transactions that match a set of specificed keywords. While this can be a little more work to setup initially, over time it provides more accuracy and control over how your transactions are categorized.
There are two ways you can create a new tagging rule:
How can I automatically convert certain transactions to transfers?
Automatic rules let you specify keywords that when matched, will convert a transaction into a transfer.
There are two ways you can create a new transfer rule: