TrackIt

Automation

Rules

Merchant pattern → category mappings, filters, and Apply to Other.

Smart Filters

Smart Filters

Refine rules by merchant, category, and usage

4 of 12 shown
COSTCO
All Categories
High usage
Rules filters use the same collapsible pattern as Transactions.
Rules list

MERCHANT

Normalized pattern

CATEGORY

Assigned category

LEARNED

Times applied

UPDATED
ACTIONS
COSTCO WHOLESALE
Merchant
Groceries
6x
Learned
Mar 12
EditApply to Other
TACO TUESDAY
Merchant
Restaurants & Dining
14x
Learned
Mar 09
EditApply to Other
NBA LEAGUE PASS
Merchant
Subscriptions
3x
Learned
Feb 28
EditApply to Other
NIKE LEBRON XXIII
Merchant
Shopping & Retail
8x
Learned
Mar 07
EditApply to Other
Same rules-table grid, header icons, and action buttons as Rules view.

Add / Edit

  • Merchant pattern (normalized like auto-learning)
  • Category
  • Optional Apply to existing Other on save

Learning side-effect

Apply to Other rewrites matching uncategorized rows now. Powerful after you fix a recurring merchant.

Empty states

Filtered empty

No rules match

Try clearing search or usage filters.

Clear filters
Filters can hide every rule; clear them before assuming nothing is learned.
  1. 1
    As guest, open Rules and find COSTCO WHOLESALE.
  2. 2
    Open Apply to Other and read the confirmation.
  3. 3
    Add a rule for UNKNOWN POS if you want to practice create + apply.