How-to: Create Expense Rules

Mark Louis

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:

Related articles:

• Deep Dive: What are Expense Rules
• Deep Dive: Using Expense Rules to vendor match when exporting to an accounting package
• Deep Dive: Implicit categorization
• Deep Dive: Policy submission rules, violations, and best practices for setup