Custom categorization rules
Define rules based on merchant name, description, or amount. When a matching transaction arrives, the category is applied automatically.
Rules & Automation
Spend less time on repeat decisions
Create rules that handle routine categorization automatically — and keep a review step before anything is finalized, so you stay in control.
Template-based quick entry
Save templates for transactions you add manually on a regular basis. One click fills in all the fields — you confirm and submit.
Rules with review control
Rules apply suggestions, not permanent writes. You keep the final say before any categorization is locked in.
How it works
- 1
Identify repeating transactions
Look at your transaction history and find merchants or descriptions that always belong to the same category.
- 2
Create a rule
Define the match condition — merchant name contains, description equals, or amount falls within a range — and assign a category.
- 3
Apply to new imports
When new transactions come in that match the rule, the category is suggested automatically before review.
- 4
Review and confirm
Tika shows you which transactions were auto-categorized and flags any conflicts. You confirm or override before saving.
- 5
Refine over time
As your transaction patterns evolve, update or add rules. Each new rule makes future imports faster to process.
Related guides
Learn the workflow before turning it into a repeatable system.
Personal finance system guideUse rules to build a low-effort monthly review workflow.Expense app vs spreadsheetRules eliminate the manual re-categorization spreadsheets require each month.Expense TrackerRules plug directly into the categorization step of the expense tracker.Bank Statement ImportRules apply automatically after each new statement import.
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