Rule Priorities

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Priority

A rule’s Priority determines which rule takes precedent if a transaction matches for more than one rule. Rules with a lower priority take precedent over rules with a higher priority. If a transaction matches with multiple rules, the one with the lowest priority wins. An example of this is:

• Rule 1: If a transaction’s Summary includes “Uber Eats”, update the Category to “Eating Out” - Priority 1
• Rule 2: If a transaction’s Summary includes “Uber”, update the Category to “Transportation” - Priority 2

In this case, a transaction with “Uber Eats” in the summary will be marked as “Eating Out” and not “Transportation” because the first rule has a lower priority.

By using different priorities, you can make sure the right outcome applies to the right transaction.