Finance Tracker

Maintain Rules

Version 23

Select a finance tracker workbook, review the categorisation rules, edit categories, remove rules, and download the updated workbook. Processing is local in your browser.

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1. Select workbook

Tracker workbook .xlsx

Waiting for workbook.

2. Rules

Status	Rule text	Category	Match type	Notes	Actions

How it works

Rule text is the text looked for in the transaction description/other party/reference.
Category is selected from the workbook's Categories tab.
Delete removes the rule from the saved Rules tab when you download the workbook.
The original workbook is not changed. A new updated workbook is downloaded.