Free on every plan · No bank login
Same description every month? Set the category once.
Write a rule like "if the description contains ADOBE, put it in Subscriptions." LedgerLens uses it on the statements you've already uploaded, and on every statement you upload after that.
Built from the statements you upload. No bank login.
- Your words, your categories
- Old statements and new ones
- Rows you set by hand stay put
Stop sorting the same rows every month
The same payees show up on every statement: the software bill, the phone, the card fees. Sort them by hand and you do the same work again next month. A rule does it once. You choose the words to look for and the category they go in. A rule doesn't guess. It does exactly what you wrote.
How a rule works
- Write the rule. In Settings, open Category Rules and choose Add Rule. Type the words to look for, like ADOBE, and the category they belong in. Capital letters don't matter.
- Apply it. LedgerLens sorts every matching row you haven't already set yourself, then tells you how many it changed.
- Upload more. Each new statement is sorted by your rules first, before LedgerLens tries anything else.
Or let LedgerLens offer the rule
When you keep putting the same merchant in the same category, the Transactions page suggests a rule. Choose Create Rule and it sorts the matching rows still waiting. Dismiss it and it won't ask again.
One rule, in plain words
- Look for:
- ADOBE
- Put it in:
- Subscriptions
- Result:
- every row whose description contains "adobe" or "ADOBE" goes in Subscriptions.
Need two words to both appear, like AMAZON and AWS? Choose "All keywords", and the rule only matches rows that contain both.
Write your first rule
Create a free account and upload your statements. Then open Settings, choose Category Rules, and add your first rule.
Free to start. No bank login.
Category rules are free on Starter. For the rows no rule catches, Pro adds bulk categorizing: $19 a month or $190 a year.
FAQ
Common questions
Is a rule a guess?
No. A rule does exactly what you wrote. If a row's description contains your words, it goes in your category. Your rules run first on each new statement.
Will a rule change rows I already fixed?
No. When you apply a rule, rows you already set yourself, by hand or with another rule, stay as they are.
What if two rules match the same row?
Each rule has a priority. On a new statement, the rule with the higher priority wins.
Do I need to connect my bank?
No. Rules work on the statements you upload: PDF, CSV, Excel (.xlsx), OFX, QFX or QBO files.
Is it free?
Yes. Category rules and suggested rules are on every plan, including the free one. See plans and prices.
Related
- Need your statement rows first?Convert a bank statement
- Months behind?See what catch-up bookkeeping costs
A rule sorts rows by the words you choose. Check your categories before you use them for taxes or reports.