What is a tagging ‘rule’ in Budget Builder?
If you’d like to change a transaction’s title and/or edit the tag to be applied to similar transactions:
Check the box in the ‘Create a Rule’ area of the transaction editor. This will allow you to choose from a number of different recurrence styles:
- Apply for transactions from ALL ACCOUNTS for ANY TIME PERIOD
- Apply for transactions from ALL ACCOUNTS for THIS TRANSACTION MOVING FORWARD
- Apply for transactions from THIS ACCOUNT ONLY for ANY TIME PERIOD
- Apply for transactions from THIS ACCOUNT ONLY for THIS TRANSACTION MOVING FORWARD
Creating rules for certain transactions, such as a ‘Check’ transaction, is not advised. It will apply that title and tag to all other checks.