Creating and Managing Rules

Creating a New Rule

1. Navigate to Transactions → Categorisation Rules.
2. Click Create Rule.
3. Give your rule a name (e.g., "Monthly Subs").
4. (Optional) Select a specific Account to limit the rule to, or leave blank for all accounts.
5. Add one or more Conditions.
6. Add one or more Actions.
7. Click Save.

Example Rules

Example 1: Categorise Bank Charges

• Condition: Description contains "BANK FEE" OR "SERVICE FEE"
• Action: Set category to "Bank Charges"

Example 2: Tag Salary Payments

• Condition: Description contains "SALARY" AND Direction is Debit
• Action: Set category to "Salaries", Add tag "Payroll"

Example 3: Identify Member Payments

• Condition: Description contains "SUBS" AND Direction is Credit
• Action: Set category to "Subscriptions", Identify member from reference

Smart Rule Creation

Circlevine supports creating rules using plain language. On the Rules page, use the Smart Create input to type instructions like:

• "Map Uber to Transport"
• "Tag Upwork as Income"
• "If description contains SUBS and amount > 500 map to Premium Subscriptions"

Circlevine will parse your instruction and create the rule automatically.

Previewing Rules

Before applying a rule to your entire transaction history, you can preview it:

1. Open the rule.
2. Click Preview.
3. Circlevine will show you which transactions the rule would match and what changes it would make.
4. Review the results and click Apply if you are happy.

Running Rules

Rules run automatically when you import new bank statements. You can also manually run rules:

• Run All Rules: Re-processes all transactions against all active rules.
• Run Single Rule: Run a specific rule (with preview) against existing transactions.
• Undo Rule: Reverse the changes made by a specific rule run.

Enabling and Disabling Rules

Toggle a rule on or off using the Active switch on the Rules page. Disabled rules are skipped during processing but are not deleted — you can re-enable them at any time.