Teach RevvFi with categorization rules

Create a rule

1. On the Transactions screen tap Rules (or Settings → Preferences → Auto-categorization rules; on the web, the Rules page).
2. Enter the merchant to match, for example Adobe.
3. Choose Business, Personal or No change, which business if you have several, and the category.
4. Tap Save rule.

Faster: when you edit any transaction, tick Always apply this to "{vendor}" and RevvFi creates the rule for you. RevvFi also notices patterns in your own edits and lists them as suggested rules with Make rule and Approve all.

What a rule applies to

• Future transactions from that merchant, ahead of every other categorization step.
• Existing transactions in the current and previous tax year. Saving a rule applies it immediately and tells you how many past transactions changed.
• Not transactions you already edited by hand. Those conflicts are listed under Classification diffs so you can decide.
• Not transfers, income or refunds. Rules only touch expenses.

Delete a rule

Deleting a rule stops it for future transactions, which go back to automatic categorization. Past transactions keep whatever the rule set. Revvy can also propose deleting a rule, which you approve in the Review Queue.