What are category rules?

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:

1. Navigate to the Activity tab.

2. Select a transaction that you want to create a rule for.

3. Make sure the transaction has been categorized:

4. 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.

5. If the transaction already has a category, select Create rule to add that rule.

6. 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 Plus⁴ (for $35 / month or $315 / 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.

FAQs

How do I delete a rule?

If you no longer need a rule, or made a mistake setting one up, you can delete it from your Found account:

1. Navigate to the Activity tab.

2. Tap the Settings (...) icon and choose Rules from the menu.

3. Find the rule you want to remove.

4. Open the rule’s (...) menu and choose Delete rule.

5. If the rule has already been applied to transactions, you’ll be asked whether to delete the rule and revert those transactions (removing the category or tags it added) or delete the rule only (leaving past transactions as they are). Confirm your choice.

Deleting a rule prevents future transactions from being categorized or tagged by it automatically. If you delete the rule only, previously affected transactions stay categorized or tagged; if you choose to revert, the rule’s category and tags are removed from those transactions.