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How to create a categorisation rule

  • Updated

Categorisation rules automatically apply a category to future card transactions from a chosen merchant, so you don't have to code them manually.

Before you start

  • Categorisation rules are intended for Premium and Enterprise plans. On the Basic plan, this section is visible but disabled with an upgrade prompt, and you can't create, edit, or delete rules. 
  • This article covers rules for general card transactions. If you're setting up categorisation for recurring subscription cards, see How to create a categorisation rule for your subscription cards instead.

Create a categorisation rule

  1. Go to Settings
  2. Select AI and automations
  3. Scroll to Automatic categorisation
  4. Click Create new merchant rule
  5. Choose the merchant from the When merchant is drop-down list
  6. Select the category from the Categorise as drop-down list
  7. Click Save

Your new merchant rule appears in the table. All future card transactions at this merchant are coded with that category from now on; it doesn't recode transactions made before the rule existed.

  • You can only have one active rule per merchant. Once a merchant has a rule, it drops off the When merchant is list, so edit the existing rule instead to change its category.
  • Only categories currently enabled for your account appear in the Categorise as list.
  • If AI auto-categorisation is also switched on, categorisation rules take priority: Weel AI only fills in a category when no rule (and no subscription rule) already covers that merchant. See How does Weel automatically select a category for a card transaction? for the full order.

Edit a categorisation rule

  1. Click the rule's row in the table to reopen it, with the merchant and category fields pre-filled.
  2. Change the category or merchant as needed.
  3. Click Update to save your changes.

Delete a categorisation rule

  1. Go to Settings
  2. Select AI and automations
  3. Scroll to Automatic categorisation
  4. Click the red bin icon next to the rule you want to delete
    • You can also delete a rule from its edit form, using the Delete Rule button.

The rule is removed immediately, with no confirmation prompt. Future card transactions at that merchant are no longer coded by this rule.

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