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:

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 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:

Navigate to the Activity tab.
Tap the Settings (…) icon and choose Rules from the menu.
Find the rule you want to remove.
Open the rule’s (…) menu and choose Delete rule.
Confirm that you want to delete the rule. If the rule has already been applied to transactions, you’ll see how many existing transactions won’t be changed.

Deleting a rule prevents future transactions from being categorized or tagged by it automatically, and removes the rule from your rules list. Transactions the rule already categorized or tagged keep their category and tags — deleting a rule never changes past transactions. A deleted rule can’t be turned back on, so if you want the automation again, create a new rule.