You can use rules to always mark certain transactions a certain way.
For example, let's say you bought some office supplies from Staples. As soon as you mark the transaction as Business, you'll see the Add Rule button appear. Click Add Rule to tell us to automatically mark any new transactions from Staples as Business .
Rules only apply to new spending or income going forward, unless you check the box to apply to past transactions as well. If you turn a rule off, you won't change any of the work you've done in the past.
To change or correct past transactions:
- Create a new rule.
- Check the box to apply it forward and backward.