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How do I add a keyword rule to a category?
- Go to Accounting > Chart of Accounts and find the category (for example Purchases - Food & Beverage).
- Click the lines icon titled Auto-categorization rules on that row. The Auto-Categorization Rules window opens showing Rules for <category>.
- Under Keyword Rules, type the text to look for in the box (placeholder e.g. AMAZON, WHOLE FOODS, up to 400 characters) and click Add.
- The keyword appears in the table with a Matched count of 0. Repeat for more keywords, then click Done.
The rule takes effect for transactions imported from now on (when Auto-categorize Transactions is enabled) or when you run Re-categorize All on the Transactions page. Adding a rule does not re-categorize existing transactions by itself.
Where to find it:
/admin/accounting/categories