Skip to main content
Rules let you clean up your transactions automatically. Each rule watches for transactions that match conditions you set, then applies an outcome, like setting a category or hiding a transaction. Rules run on the data Finta stores for you, so they require storage mode. Because they shape your stored data, their results show up everywhere your data goes: in the app, the API, the MCP, and every destination you sync to.
The Rules page listing transaction rules, each showing its conditions and outcome
Find Rules under Your data in the sidebar (it appears once storage mode is on).

​
How a rule works

A rule has two parts:
  • Conditions decide which transactions match. You can match on the merchant, description, amount, account, and more. When you add more than one condition, a transaction has to match all of them.
  • Outcomes decide what happens to a matching transaction. A rule can set the category, set the merchant name, or hide the transaction.

​
Create a rule

  1. Go to Your data → Rules and click New rule.
  2. Under When, choose a condition and fill in a value. Add more conditions to narrow things down.
  3. Under Then, choose one or more outcomes.
  4. Click Save rule.
The rule editor with a When condition and a Then outcome

​
Conditions you can match on

​
Outcomes you can apply

​
Run a rule

New rules apply automatically to transactions as they sync in. To apply a rule to transactions you already have, click Run all rules, or open a single rule’s menu and choose Run this rule. Finta tells you how many transactions were scanned, matched, and updated.
Running rules is safe to repeat. A transaction that already matches the desired outcome is left as is.

​
Good to know

  • You’re always in control. If you set a transaction’s category by hand (in the app, the API, or the MCP), a rule will never change it.
  • When two rules conflict, the lower priority number wins. Set a rule’s priority in the editor.
  • Rules vs. Sync rules. The rules here apply to your stored data and reach every destination. If you also sync to a destination, that destination has its own Sync rules for customizing what gets written there. See Custom transaction categories.