Auto-Categorisation Rules
Automatically categorise transactions by description or payee.
- Creating rules
- Learned merchant memory
Creating rules
Go to Settings and find the auto-categorisation section. Create a rule that matches transactions by description or payee using contains, equals, or regex operators. You can also filter by amount range or account.
Rules can set the category, rename the payee, add tags, or hide the transaction from spending totals. Rules execute in order; the first match wins.
Learned merchant memory
As you categorise transactions during import, Venova remembers the association between normalised merchant names and categories. On future imports, matching merchants receive a soft suggestion that you can accept or override.
This is separate from hard rules: merchant memory is built up organically, while rules are explicit and take priority.