How to setup rule-based categorizing

Setting up Rule-Based Categorizing on Inkle Books allows you to automate the classification of recurring transactions, saving time and ensuring consistency across your financial records. By creating custom rules, Inkle Books will automatically assign categories to recurring transactions, making bookkeeping seamless.

Here’s how to set it up:

1. Click on Rules within Transactions
After logging in, head to the transactions section of Inkle Books. Here, you'll find the option to create categorization rules by clicking on the Rules tab.

2. Click on Create Rule
Select the Create Rule button to start the process of defining the conditions of your rule.

3. Define conditions of your rule
Fill in the title, duration and other conditions to make this rule apply. After you're done, preview the transactions to which this rule will apply.

4. Preview transactions and create rule
Final step- Preview the transactions that this rule will affect, and hit create rule to apply it.

With Rule-Based Categorizing, you enjoy never recategorizing the same transaction ever again.