Can I create custom Rules for Categories? - iOS-Version / Categories - Outbank Helpdesk

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Can I create custom Rules for Categories?

With our category system you can create custom rules to your categories. 

Therefore you can either go via 'Settings' > 'Categories & Rules' to the category (or add a new category) > 'Edit custom Rules' to edit or add a new rule

or

select the transaction from the list of your transactions > add a new category or select a  category from the list of categories > choose to create a rule for this category

or

select the transaction from the list of your transactions > add a new category or select a  category from the list of categories > tap on 'Create Rule from Transaction'

You can create the following rules: 

  • Select the Condition for the Rule
  • the following conditions are available: 
    • 'Transaction contains all items': 
      To match a transaction each item in this list has to appear in the transaction. Enter keywords separated by comma.
    • 'Transaction contains any item': 
      To match a transaction at least one item in this list has to appear in the transaction. Enter keywords separated by comma.
    • 'Transaction does not contain':
      To match a transaction none of the items in this list may to appear in the transaction. Enter keywords separated by comma.
    • 'Amount':
      Choose if the transaction should be incoming or outgoing in order to match this rule.
    • 'Accounts'
      Using this condition you can apply this rule for specific accounts only.
    • 'Low Priority':
      If more rules match with a transaction, the rule with 'Low Priority' will we executed last.

Keywords can be all elements like transfer reason, receiver, sender, IBAN etc.
You can add as many rules to a category as you want.