Tags
How does automatic tagging work, and how is it different from Rules?
Automatic tagging assigns a tag to your transactions based on machine-learning algorithms without needing any input from your side. It's a premium feature available only for synced accounts with a PILOT or higher membership plan.
Rules can also be used to add tags to synced/uploaded transactions automatically, but they differ in some key respects:
  • Rules need to be setup manually. By default, there are no rules applied to your transactions.
  • Rules are significantly more powerful, and let you define the exact critieria that should trigger the rule, and provide more actions than just adding tags.
Rules will take precedence over any automatic tags, i.e., if you have any rule that applies to a transaction, it will not be assigned any automatic tags.
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