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How-to: Create Expense Rules

Mark LouisMark Louis Expensify Team Posts: 117 Expensify Team
edited February 4 in How-to Docs

Expense rules allow you to have automatic allocation based on the merchant name of the expense. 

To create an expense rule, follow these steps:

  1. Navigate to Settings > Account > Expense Rules.
  2. Click on New Rule.
  3. Fill in the required information to set up your rule.

You can also create an expense rule while editing an expense.

Tips:

  • If you'd like to apply the rule to all expenses, rather than just one merchant, simply enter a period [.] and nothing else into the When the merchant name contains: field.
  • You are also able to apply this rule to previously entered expenses by checking the Apply to existing matching expenses checkbox.
  • In order to delete a rule that you have created, click the trash can icon in the upper right hand corner of the rule.
  • You can also create expense rules while you are editing a given expense. To do this, simply check the box for "Create a rule based on your changes" at the time of editing:

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