Rules

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. Find Rules under Your data in the sidebar (it appears once storage mode is on).

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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.

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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.

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Conditions you can match on

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Outcomes you can apply

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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.

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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.