How do I setup a budget category rule?

Through the App:

1. Log in to your MoneyWellth account.
2. On your dashboard, tap View all Transactions under Recent Transactions.
   
   
   
   
3. Tap the transaction you want to create a rule for. The transaction details will appear. 
4. Tap Create a rule.
   
   
   
   
5. To create a rule, update the 'If transaction name' and category fields. For example, for this transaction, you could set 'If transaction name' to 'Exactly Matches' and select 'Shopping' as the category. This ensures that any future transactions with the same name, such as 'Walmart,' will automatically be categorized as Shopping. Tap 'Apply' to save your changes.
   
   

Through the Website: 

1. Log in to your MoneyWellth account.
2. Go to Budgeting from the left navigation menu.
   
   
   
   
3. Click See Latest Transactions.
   
   
   
4. Select the transaction you want to create a rule for. The transaction details will appear. 
5. Click the plus icon.
   
   
   
   
6. Select a category you would like this transaction to go to. Click Next.
7. To create a rule, update the 'If transaction name' and category fields. For example, for this transaction, you could set 'If transaction name' to 'Exactly Matches' and select 'Shopping' as the category. This ensures that any future transactions with the same name, such as 'Walmart,' will automatically be categorized as Shopping. Click Save to save your changes.