How do I set up rules that file entries for me?

Write a rule

1. 1 Open Settings › Money › Rules and tap New rule.
2. 2 Under WHEN, set what has to be true: the text contains, the card or account ends with, the amount is at least or at most.
3. 3 Under THEN, set what happens: a category, the account to file it in, a name for the shop, treat it as a move, or ask you before saving.
4. 4 Decide whether it should also fix entries that already match. That's off by default.
5. 5 Tap Save rule.

When: what a rule can match

The text contains

Matched against what the bank actually wrote, not the tidied name.

Card or account ends

The last digits a bank text prints.

At least

Matches this amount or more.

At most

Matches this amount or less.

Then: what a rule can do

Category

Files it under the category you pick.

File it in

Puts it in the account you pick.

Call the shop

Gives the shop a clear name, like Fawry instead of a code.

Treat as a move

Records it as a move to another of your accounts.

Ask me before saving

Nothing is saved until you say so

What Pockito picks up on its own

Picked up from your corrections. No rule needed, and your rules above still come first.

Questions

Read next

• Add money in Needs a look When Pockito can't place something, it asks instead of guessing.
• When something's off Something landed in the wrong place Fix it once, then teach Pockito so it doesn't happen again.
• Add money in Set up auto-track on iPhone Two Shortcuts automations, a few minutes each, once.
• Add money in Set up auto-track on Android Allow bank messages, tick your banks, bring in the texts you already have.