Words together means all of them. AND, OR and NOT in capitals, "quotes" for an exact phrase, and brackets to group. Searching happens in your browser. What you type is not sent anywhere.
🔧 How Rule Builder Works
🔧 New opens the Rule Builder, which gives you full control over the matching rule:
The transaction description is split into clickable word chips. Click a word to cycle through three states:
• Green (+) — Required. The transaction must contain this word to match.
• Red (−) — Excluded. The transaction must NOT contain this word.
• Gray — Ignored. This word doesn't affect matching.
You can also click the 🏦 account chip (purple) to scope the rule to a specific account. This is useful when the same word appears on more than one account and you want the rule to apply to just one of them.
Example: you use one card for the house and one for a side business, and both show AMAZON rows. Click AMAZON, click the 🏦 Visa •••5309 chip, and assign to "Office Supplies". The rule then matches Amazon rows on that card only, and leaves the other card's alone.
Tip: For straightforward merchants (Costco, Netflix, Shell), clicking the single most distinctive word is usually all you need. Reach for the − (exclude) and 🏦 account chips when you want precision — ambiguous names, account-specific rules, or carving out exceptions.
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