A Tagging Rule is a set of criteria you set for one or more transactions. Here are some examples of rules that you can set up and customize.

1) Apply for transactions from “All Accounts for Any Time Period.”

2) Apply for transactions from “All Accounts for This Transaction Moving Forward”

3) Apply for transactions from “This Account Only for Any Time Period.”

4) Apply for transactions from “This Account Only for This Transaction Moving Forward.”

Please be sure that you want to apply this rule as specified as it will affect all similar transactions. For example, creating a rule for a ‘check’ transaction isn’t advised because it will apply that title and tag to all other checks.