Rules & automation
What was sorted automatically, which rules did it, and how to undo any run.
Learned from you · 4 suggestions
Suggestions never apply themselves. Below 90% confidence Liv Money keeps asking instead of guessing.
You sorted every BLUE DOOR COFFEE purchase as Food & Household Supplies. A rule would keep doing it for new ones.
You sorted every NEIGHBORHOOD GROCER purchase as Groceries and consumables. A rule would keep doing it for new ones.
You sorted every TRADER JOES purchase as Groceries and consumables. A rule would keep doing it for new ones.
Detected around the 15th; not confirmed, so it is not a bill and does not reach the forecast (R-6.11). As a bill it would appear in Coming up and in the forecast as an estimate.
Rules · 5 · run in this order
| Rule | Conditions | Actions | Matched | History | On | |
|---|---|---|---|---|---|---|
| Transfers between own accounts | Counterpart is one of your accounts, same amount | Meaning: transfer internal | 23 | include history | ||
| Capital One Auto $412 to car payment bill | Merchant contains "CAPITAL ONE AUTO" · amount $412.00 | Meaning: debt payment · Match bill: Car payment | 0 | future only | ||
| Shell to Fuel | Merchant contains "SHELL" | Meaning: spending · Category: Fuel, transit, parking, tolls | 18 | include history | ||
| Zelle from Claire $300 on the 1st to shared rent | Merchant contains "ZELLE FROM CLAIRE" · amount $300.00 · on day 1 | Meaning: reimbursement · Category: Mortgage/rent | 1 | future only | ||
| Klarna $38.50 to headphones installment | Merchant contains "KLARNA" · amount $38.50 | Meaning: debt payment · Match installment plan | 1 | future only |
Rules run top to bottom on every refresh. The first rule that matches a field wins; a field you set yourself is locked and no rule overwrites it. ⌘R recalculates with the rules as they are.
Locked fields are never overwritten; every rule run can be undone.