Automatic categorisation rules

Recategorising a transaction from time to time is easy. But if the same merchant comes back every week, it is worth having Noryo learn once and for all where to file it. That is exactly the role of automatic categorisation rules.

What a rule is for

A rule saves you from endlessly recategorising the same spending. Once set, it files every new transaction from that merchant into the chosen category for you. Your tracking stays accurate, with no action from you.

• Fewer repeated moves day to day.
• Consistent categories over time.
• More reliable budgets and analyses, because spending lands in the right place.

How a rule works

When to create a rule

Rules are most useful for recurring merchants: your usual supermarket, your transport, your subscriptions. For a one-off expense that will not come back, a simple recategorisation is enough.

Keep your rules up to date

Your habits change: a merchant can shift from one category to another. If a rule no longer suits you, just recategorise again and adjust your choice. Noryo will take the new instruction into account going forward.

To put this into practice on a specific transaction, follow the step-by-step guide.

Categorise a transactionRecategorise, add a note and link a document.