Matching Rules in Easy Cashflow

Coming soon!

Overview

Matching Rules help you speed up your workflow by telling Easy Cashflow how to categorise certain transactions. For example, a monthly transaction to the vendor GOOGLE for the description "Google Workspace" can be automatically categorised to 'Subscriptions & Online Services'.

At launch, Matching Rules are not available.

We're working really hard on this behind the scenes so we can introduce matching rules later in the year. As always, we'll find the Easiest and most user-friendly way to do this.

You can vote for this item on our feature request board! We practice 'customer-centric development' which is a fancy way of saying we prioritise the things with the most votes.