Recategorise in bulk with a rule

Fixing one transaction at a time is useful for an isolated case. But when a merchant comes back every month, it is better to create a rule: Noryo will then automatically apply the right category to all of its payments, yesterday's as well as tomorrow's. Here is how to do it in a few minutes.

Steps

1. Open one of the merchant's transactions

   In your transaction list, tap or click a payment from the merchant in question to open its detail.

2. Change the category

   Open the category picker and choose the one that fits this merchant.

3. Create the rule

   Accept the suggestion to create a rule for all of this merchant's payments. This is what automates the sorting.

4. Let Noryo apply the sorting

   The chosen category applies to the merchant's existing payments and to all the ones that come later, with no further action from you.

5. Check the result

   Filter your list on the new category or search for the merchant to confirm everything is well sorted.

Refine or undo

A rule stays under your control. If a merchant changes the nature of its spending or if you change your mind, you can edit the associated category or start over. The affected payments are reclassified accordingly.

With a few well-set rules on your usual merchants, your list almost sorts itself and your analyses gain in accuracy.

Understand categorisation rulesEverything about how rules work.