This ensures that existing and future uncategorized transactions that match the merchant names in your selection are automatically categorized.
To do this:
- Select all the transactions you want to categorize on the Transactions page.
- Click on the 'Category' menu item in the toolbar.
- Enter any keywords to narrow the selection of categories if you want.
- Click the checkbox beside 'Apply this category to similar transactions as a rule'.
- Click on a category name in the select menu to categorize the transactions and create the rule.