Docs

Automation rule changes

Changing conditions, actions, priority, or trigger can produce a different set of matches and results. Preview the edited rule before running it on existing transactions.

DocumentationDocsGuideAutomationsAutomation EditingRule VersionPreview

Reason for the change

A merchant rename calls for a text-condition change. A new account calls for a wallet-filter change. An incorrect category calls for a change to the category the rule sets.

Matches before and after the edit

Preview the edited rule for a period with typical transactions. Check that intended transactions match and similar but unrelated ones do not.

Future runs

Saving changes the rule for future runs. Transactions changed by earlier runs are not rewritten automatically; run the rule again if they also need the new actions.

Rule disabling

Disabling stops future runs but keeps the rule and its history. Delete a rule only when you no longer need its configuration or run history.