🤖 Automation
Create rules for auto-categorization, manage AI suggestions, execute multi-step plans.
How Rules Work
Rules automatically apply actions to new transactions when conditions match. For example: "If description contains 'Netflix', set category to Subscriptions."
On this page
Rule Conditions & Actions
Available Condition Fields
| Field | Operators | Example |
|---|---|---|
| description | contains, not_contains, equals, starts_with, ends_with, regex | description contains "Netflix" |
| amount | equals, gt, gte, lt, lte, between | amount between "100,500" |
| type | equals | type = "expense" |
| wallet_id | equals, not_equals, in, not_in | wallet in "Card,Cash" |
| category_id | equals, not_equals | category is empty |
| currency | equals, in, not_in | currency in "USD,EUR" |
| day_of_week | equals, in (0-6, Sunday=0) | day_of_week in "0,6" (weekends) |
| day_of_month | equals, between (1-31) | day_of_month between "1,5" |
Available Actions
| Action | Parameters | Description |
|---|---|---|
| set_category | category_id | Assign a category to the transaction |
| set_wallet | wallet_id | Move transaction to a different wallet |
| set_description | description, append? | Set or append to transaction description |
| add_tag | tag | Add a tag to the transaction |
| add_to_goal | goal_id, percentage | Add % of amount to a savings goal (e.g., 10% of income) |
| create_reminder | title, message, days_after | Create a reminder X days after transaction |
| send_notification | message | Send a custom notification |
New Operators
- regex - Regular expression match (e.g., "^Uber.*Eats$")
- in - Value is in comma-separated list
- not_in - Value is NOT in list
- between - For ranges: "100,500" means 100-500
create_rule
SafeCreate an automation rule that triggers when transaction conditions are met. Rules are applied automatically to new transactions.
Parameters
| Parameter | Type | Description |
|---|---|---|
| name* | string | Rule name for identification |
| conditions* | array | Array of conditions (all must match) |
| actions* | array | Array of actions to perform |
| priority? | number | Higher = processed first. Default: 0 |
Examples
User
"Create rule: if description contains Netflix, category = Subscriptions"
AI
Created rule "Netflix → Subscriptions". Will be automatically applied to new transactions.
User
"Rule: Uber Eats always in Delivery category"
AI
Created rule "Uber Eats → Delivery"
User
"If amount exceeds 10,000, notify me"
AI
Created rule "Large expenses". For expenses >$10,000 you'll receive a notification.
list_rules
SafeShow all automation rules with their conditions, actions, and statistics.
Parameters
| Parameter | Type | Description |
|---|---|---|
| include_inactive? | boolean | Show disabled rules. Default: false |
Examples
User
"Show my rules"
AI
Your automation rules:
1. Netflix → Subscriptions ✅
If: description contains "Netflix"
Action: category = Subscriptions
Applied: 5 times
2. Uber Eats → Delivery ✅
If: description contains "Uber Eats"
Action: category = Delivery
Applied: 12 times
1. Netflix → Subscriptions ✅
If: description contains "Netflix"
Action: category = Subscriptions
Applied: 5 times
2. Uber Eats → Delivery ✅
If: description contains "Uber Eats"
Action: category = Delivery
Applied: 12 times
toggle_rule
SafeEnable or disable an automation rule without deleting it.
Parameters
| Parameter | Type | Description |
|---|---|---|
| rule* | string | Rule name or ID |
| enabled? | boolean | true/false. Toggles if not specified |
Examples
User
"Disable Netflix rule"
AI
Rule "Netflix → Subscriptions" disabled
User
"Enable Uber Eats rule"
delete_rule
SafeDelete an automation rule. Previously applied categorizations remain unchanged.
Parameters
| Parameter | Type | Description |
|---|---|---|
| rule* | string | Rule name or ID |
Examples
User
"Delete Netflix rule"
AI
Rule "Netflix → Subscriptions" deleted
get_suggestions
SafeGet AI-generated suggestions based on your spending patterns. Includes suggestions for new rules, recurring transactions, and budgets.
Suggestions are generated automatically when the AI detects patterns like repeated transactions to the same merchant, or spending that could benefit from a budget.
Examples
User
"Any suggestions?"
AI
I have some suggestions:
1. 📋 Create rule "Uber → Transport"
You have 8 transactions with "Uber" without category
2. 🔄 Create subscription "Spotify"
I see regular charges of $200 every month
3. 📊 Create Food budget
You spend on average $15,000/mo on this category
Apply any of these?
1. 📋 Create rule "Uber → Transport"
You have 8 transactions with "Uber" without category
2. 🔄 Create subscription "Spotify"
I see regular charges of $200 every month
3. 📊 Create Food budget
You spend on average $15,000/mo on this category
Apply any of these?
User
"Apply the first one"
AI
Created rule "Uber → Transport" and applied to 8 existing transactions