Rules

A rule categorizes similar bank lines for you. Righto has no AI inside: a rule does exactly what its conditions say.

Make a rule

• From a transaction: categorize it, then choose Always categorize similar transactions. Righto fills in the conditions from that line and shows the lines that the rule matches.
• From the rules list: in Transactions, open Rules and add a rule.

A rule can check the account, the description (contains, equals, or starts with), the vendor or customer, an amount range, and the direction (money in or money out).

How rules apply

• Before you save a rule, Righto shows which lines it matches. Nothing changes until you save.
• A rule applies only to lines that nobody has posted yet. It never changes a line that you or an agent already categorized.
• A match to an existing record comes before a rule.
• If two rules with the same priority both match a line and disagree, Righto does not guess. It leaves the line in Needs attention. Change the order of the rules to fix this.
• Each line shows which rule and which rule version categorized it.

You can turn a rule off, edit it, change its order, or delete it. A change to a rule does not change earlier postings.