Rules (Rename, Category, Split)

Rename rules

Use rename rules to standardize descriptions (e.g., ACME* -> ACME COFFEE SHOP).

Category mappings

Map merchants to categories so imports land in consistent bookkeeping buckets.

Split templates

Split templates convert a single transaction into multiple entries.

Best practices

• Keep rules small and explicit.
• Validate after rule changes.
• Export audit reports to document transformations.