Rules allow you to automatically categorize or tag transactions when they’re added to your Found account.
Subscribe to software for your business? Set up a rule to automatically categorize that expense as “Software & subscriptions.” Using that software for a specific client? Set another rule to automatically add that client as a tag.
Here’s how:
Navigate to the Activity tab.
Select a transaction that you want to create a rule for.
Make sure the transaction has been categorized:
If the transaction does not have a category, choose one or create a custom category. We’ll automatically ask if you want to create a new rule.
If the transaction already has a category, select Create rule to add that rule.
Select Save to save your rule.
The same process works for creating tag rules. Add a tag to your transaction, and Found will automatically prompt you to save it as a rule.
All Found users have access to a handful of common rules pre-created by Found, and can create one additional custom rule.
An optional paid subscription to Found Plus (for $19.99 / month or $149.99 / year) or Found Pro (for $80 / month or $720 / year), gives you the ability to create unlimited rules for income, expenses, and tags. For more information and to sign up for Found Plus, click here.
If you no longer need a rule, or made a mistake setting one up, you can delete it from your Found account:
Navigate to the Activity tab.
Tap the Settings (...) icon and choose Rules from the menu.
Select Category or Tag to find the rule you want to remove.
Tap the rule that you want to remove. You can remove custom rules and the default rules added by Found.
Choose Delete rule and then Delete to confirm.
Deleting a rule prevents future expenses from being categorized or tagged automatically. Previous expenses will remain categorized or tagged.
