Automations apply only when CREATING a transaction. They apply to manually created transactions, imports, and synchronizations.

There are 2 types of automations:

• metadata
• convert_to_transfer

Metadata

They allow automatically adding category, instructor, and/or contact to transactions based on the transaction description.

E.g.: set the category “Monthly Fees” if the description says “fee” or “plan x”.

Convert to transfer

Allows automatically converting Credits or Debits into Transfers from/to the selected account. Especially useful for imports.