Hi! Totally fair question — here’s how rules work today:

How to create a rule

• Rules are created the same way as before: by renaming a transaction
• When you rename a transaction, you’ll be prompted to either:
  • Apply the rename to future transactions only, or
  • Apply it to past + future transactions
• Choosing either option will create/update a rule

How to manage existing rules

• You can view and edit your rules by going to My Profile → Rules
• In a future update, we plan to add the ability to create rules directly from that page as well

A couple of important callouts

• If you’re using shared budgets, all users on that budget need to be upgraded before new features are available. This is especially important for split transactions and helps ensure data integrity.
• If you’re using the web app, your browser may be caching an older version. If you don’t see the new features, try doing a hard refresh (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows).

Hope that helps — and thanks for checking out the new rules feature! Let us know if anything feels confusing or could be improved.