Rules

A rule maps a pattern in a transaction's description to a category. Rules come from two places:

• The global library — shipped with the app, versioned, and shared by everybody.
• Your rules — created when you answer a question in the review queue, or written here by hand.

Your rules always outrank the global library.

One engine, one answer

There is exactly one categorization engine, and re-categorizing calls the same code path the import does. That is enforced by a test that replays every fixture row through both and demands identical output — so a rule cannot behave one way at import and another way afterwards.

Changing a rule

Editing a rule re-applies it across your ledger immediately. Rows you edited by hand are left alone: a rule change can never overwrite a human's answer.

Promotion

If one of your rules looks generally useful, a Super Admin can promote it into the global library. Promotion changes categorization for everybody, so it is reviewed rather than automatic.