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How do I create category rules?

How do I create category rules?

Start streamlining your deposits and expenses by creating your own category rules. To create a rule, follow these steps on mobile or desktop:

On mobile

  1. Tap on the clock icon to open the Activity tab

  2. Tap on transaction you want to create a rule for

  3. If already categorized, tap Always use this category. If not, tap Categorize

  4. Fill in or verify the rule information

  5. Tap Create rule

On desktop

  1. Click on the Activity tab

  2. Click on transaction you want to create a rule for

  3. If already categorized, click Always use this category. If not, click Categorize

  4. Fill in or verify the rule information

  5. Click Create rule

All Found users are able to create one category rule. Found Plus gives you the ability to create an unlimited number of custom rules. For more information and to sign up for Found Plus, click here.

Found is available on iOS, Android, and desktop.

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Banking services are provided by Piermont Bank, Member FDIC.

The information on this website is not intended to provide, and should not be relied on, for tax advice.