Rules
Does Buxfer provide automatic categorization for my transactions?
Buxfer provides two ways of automatic categorization:
  • FULLY AUTOMATIC CATEGORIZATION: We automatically tag transactions based on their description, merchant and other metadata. This is a premium feature that requires a PILOT or higher membership.
  • MANUAL RULES: We make it super easy for you to quickly create rules for taking actions (like adding tags) to transactions that match a set of specificed filters. This can be a little more work to setup initially, but over time it provides more accuracy and control over how your transactions are categorized.
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