Categorization Rules
Define rules to automatically enrich transaction records.
Categorization rules define how Modern Treasury programmatically applies metadata to transactions.
Each rule is composed of rule conditions and metadata to be applied. When conditions are evaluated to true, new metadata keys are applied.
Follow the links below to learn how to create and manage categorization rules, and to review sample rules.
Updated 4 days ago
What’s Next
To start using categorization rules, refer to: