Set a Recurring Category Rule
Recurring expenses from the same merchants can clutter your bookkeeping workflow. By setting category rules, you'll automatically categorize these transactions going forward, saving time and keeping your books organized. This recipe walks you through creating your first auto-categorization rule.
1. Identify the recurring merchant
Start by finding a merchant that appears regularly in your transactions. This could be a software subscription, monthly service, or vendor you pay consistently. Checking your past categorizations helps ensure you're applying the right category going forward.
2. Set the rule
Once you've identified the merchant and its correct category, tell Judy to apply that category automatically. From this point forward, any transaction from this merchant will be categorized the same way without requiring manual input.
3. Confirm the rule is active
Verify that your new rule has been saved and is working. Checking your active rules helps you understand what's automated and avoid duplicate rules for the same merchant.