Set a default category on a subscription so Weel automatically codes its future card transactions for you; see Understanding Subscriptions in Weel if subscriptions are new to you.
Before you start
- This can only be done in the Weel web app. Creating or editing a subscription isn't available in the Weel mobile app.
- You'll need Owner or Admin permissions. By default, the Accountant role doesn't include access to subscriptions, though an Owner or Admin can grant it, since permissions are customisable per business.
- If no categories appear in the dropdown, confirm your business's categories are set up under Chart of Accounts.
Steps
To create a categorisation rule for a new subscription
- Go to Subscriptions.
- Click Create New Subscription.
- Under Category, select the category you want this subscription's transactions to default to. This is required when creating a new subscription.
- Complete the remaining fields and click Create subscription.
To edit a categorisation rule for an existing subscription
- Go to Subscriptions.
- Open the relevant subscription.
- Click Edit (top right).
- Under Category, choose the new default category.
- Click Update subscription.
What happens next
- This category takes priority over Weel's other automatic categorisation methods, including merchant-based tagging, AI suggestions, and MCC-based defaults, for transactions matched to this subscription's card. See How does Weel automatically select a category for a card transaction? for the full order. You can still change the category on an individual transaction afterwards.
- This applies to card transactions and charges going forward. It won't recode transactions that happened before you set the rule.
- If categorisation still looks wrong on a transaction you expected this to cover, check that the transaction is actually linked to this subscription's card. The subscription's category is checked before merchant rules or AI run, so it's rarely being overridden.