Category rules
- Always file a merchant your way. On the Transactions page, tick "Always file this way" before you choose a category. Sheetful files that merchant's earlier transactions and its new ones under the category you chose, from your bank or from a CSV file. Your spreadsheet's Category column follows on your next sync, in Google Sheets and in Excel. The Business Expense Tracker template files transactions by Schedule C category instead, which you still set on the sheet itself.
- A new rule moves every earlier transaction of that merchant. That includes transactions you set by hand and ones you imported with a category. After that, your own choices still win: a category you change by hand after making the rule keeps your choice, and so does a category that a CSV file's own Category column brings in after the rule.
- See and delete rules in Settings. Settings lists every rule with the date you made it. Deleting a rule stops it filing new transactions; the ones it already filed keep their category until you change them.
- A rule matches the merchant name exactly, ignoring capital letters, so "Chase" and "Chase Bank" need a rule each.
- On the free plan, a rule reaches spreadsheets Sheetful created for you, the same as any other category correction; it does not reach a spreadsheet you brought yourself and linked in instead.