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Set categories and tags with rules

In Tetri, you can describe a familiar transaction once, for example an UBER charge. The result is the category Transport, a tag or a notification. It applies to new transactions and to a period of the history you pick.

Compare plansCreate your first rule

The trigger, conditions and actions appear as one formula before the rule runs. You can group conditions with AND and OR, and nest one group inside another.

Triggers: on create, on update, manual

A rule with the Manual trigger runs from a button for the period you pick. The actions of a rule run in order.

Check the number of matches before running the rule on the history

Before a manual run, you see how many transactions match, plus 10 examples. After the run, the history shows the date, the transaction, the number of actions and the status: "Done", "Partial" or "Failed".

Order sets the priority

The first rule in the list applies first, and you can change the order by dragging. With the "Stop after the first match" setting, the next rules with the same trigger do not apply.

A rule from the import check

In the statement check, you can change the category of several rows at once and save the change as a rule for future transactions right there.

What a rule is made of

  • Condition fields

    Transaction type, amount, amount in the base currency, category, wallet, tag, currency, description, date.

  • Comparisons

    Equals, does not equal, at least, at most, between, is one of, is not one of, contains, does not contain. A rule with no conditions applies to all transactions.

  • Actions

    Set a category, add or remove a tag, set the description, append to the description, send a notification. The notification appears in the Activity section.

  • Templates

    Tags: large and small expenses, large income, by word, wallet or currency. Categories: by description, word list, wallet or amount range.

  • System rules

    A new workspace has two rules: the tag "cash" for cash withdrawals and the tag "transport" for taxis.

  • Run history

    The run history is available for 90 days.

Questions about rules and categories

Related sections

Describe a rule once

Pick a familiar charge and the result, check the matches and run it.

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