Create automation rules for clean data

Go to Rules → New rule. Choose a trigger: merchant keyword, amount range, frequency, or payment method. Set the action—category, tags, ledger, or notes.

Order rules by priority; Figena applies them top to bottom and shows a preview on recent transactions. Use “stop after match” to prevent overlapping rules from stacking.

Review rule hits weekly. If a rule misfires, adjust the trigger pattern or scope it to a specific account to avoid cross-ledger noise.