Creating rules with untied

untied lets you create rules to simplify how new transactions are tagged.

Rules in the untied mobile app

Sometimes you may see a popup inviting you to create a rule.

You can also do so manually by navigating to More > Rules

You can set rules according to different criteria.

Note: If a transaction meets multiple rules, only the first rule on the list that it matches will apply

Rules in untied Pro in the browser

To add rules to untied Pro in the browser, navigate to Rules, then Add rule - or Edit existing rules.

You can set rules according to the bank account, the type of transaction and a rich choice of conditions.

If you choose to apply the rule to existing untagged transactions in the current year, then that will only apply in the year which is underway (regardless of which year your tax dropdown is showing) ... it will not apply it to previous years.

We have also created this video: