Manage Categorization Rules

Rule Ordering

Rules are applied in the order they are presented in the UI, from top to bottom. When a rule applies a metadata value for a value with the same existing key, that value is overwritten.

For example, if a rule applies metadata payment category: payout to a transaction with a metadata value of payment category: disbursement, the value disbursement would be overwritten with payout. In the event the key payment category does not exist in the transaction, it simply gets created.

Processing Times

Most transactions are tagged within a few seconds after creation or reconciliation. For rules that run at reconciliation, if your rule applies metadata to a transaction with a very high number of reconciled Expected Payments (1m+), this operation can take a few hours.

Activating Rules

Categorization rules automatically start applying metadata when activated. Deactivating a rule stops metadata from being applied while that rule is inactive but it does not remove previously applied metadata.