You can set up Rules to organise your transactions and see where your money is going—and save you time down the track.

A Condition is just a description of the transaction you’re looking for, and a Rule is just one or more conditions that will search for exactly what you want to see.

As an example, you might be setting up a Living Expenses search for a loan application, and you want check out how much you’re spending on eating out—thinking you might need to cut back.
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On the Rules page click the New rulebook button and name it. If you've already set up a Rule, click on the Manage rulebooks link first, then the New rulebook button. We’ll look at what you're spending on dining out in this example. That's something you might want to look at if you need to tighten their belt for a loan application for example. Name your new rulebook "Dining out".
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Your Dining out Rule will appear on your Rules page—you'll find it at the bottom if you already have some Rules in there.  Next we’ll set up some conditions so we can catch all the places where you have been eating out. 

Find your new Rule and click on Add condition to "Dining out". Name your condition “Restaurants” and in the comment field, type "restaurant". Then also under the Category heading add “restaurant”. This will add all transactions with “restaurant” in the comment, and a category of “restaurant” from all your accounts.

Turn on the Apply to existing transactions toggle to add their past restaurant transactions as well.

Now you’ll see some transactions with a Description or Category containing “restaurant” appear. You can see the complete list from the Rules page. 

Press the Create condition button and Confirm.

You might want to add other conditions under your Dining out rule—things like "cafe", and "hotel". These will catch more types of dining out expenses.

Back on the rules page press the Show results button to see the complete list of transactions. And you’re done!

You can as many conditions as you like to a rule.
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This pop-up gives you a few options so you can get the best results for your searches. Let’s look at each criteria so you can decide which works best for you. 

You have several options here, ranging from broad to specific conditions.

In the first field, contains is best for a broad search—like restaurant or petrol. It will catch everything with a Merchant or Description name containing that.

Comment is the most reliable field to use, as sometimes merchants don't come through as their pubic business name. Every transaction has a Description, so that's a good place to start

Equals is for exact names. Things like Joe’s Pizza, or Woolworths. 

Starts and ends with will let you see transactions that start or end with a common letter or name. For example putting “cafe” into the ends with field might catch all the places you like to get coffee.

You can use this field to catch any Categories. You could type in “restaurant” here and all the transactions with that in their Category will be flagged.

This will allow you to search for transactions from an individual account.

Under Show advanced filters there are more specific conditions:

Specify the account you want to search from.

Lets you search for transaction amounts. There are lots of options here to give you exactly the amounts you’re looking for. For example, you might want to search for spending of exactly $3.50 with the Category “restaurants” to just see what you’re spending on coffee.  

This section allows you to set up a category or tag for anything your condition finds. This will add more detail to your transactions and that will help us give you more accurate reports.
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The Add as a Saved Search button will allow you to access a Rule easily from your menu. 

Press the button and enter a different name if you like, and you’ll see a Saved searches tab appear in your menu. Click on this to see your search results, and if you’d like to download it, just press the
​CSV button at the top of the page.
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You can organise your Rulebooks page here. 

Change the order by clicking on the arrows, our dragging the rule name at the 3 dots..

You can deactivate a rule if you don’t want to see it, by pressing the crossed eye symbol. this doesn’t delate it, just hides it. You can reactivate it by pressing the Plus deactivated rulebooks link at the bottom of the pop-up.