Transactions and Rules
Categorize, search, split, and manage your transactions.
9 articles
Understanding Transactions
An overview of transaction types, fields, and how transactions flow into NivoaFlow.
Categorising Transactions
How NivoaFlow assigns categories using rules, learned patterns, and machine learning, with full manual control.
Creating Categorisation Rules
Set up pattern-matching rules to automatically categorise transactions based on merchant names and conditions.
Splitting Transactions
How to divide a single transaction across multiple categories for accurate budgeting.
Using Tags
Create custom tags with colours to organise and filter transactions for tracking specific purposes.
Transfers and Double Entry
How to mark transactions as transfers and link them across accounts to prevent double-counting.
Bulk Actions and Review
Use multi-select mode to batch categorise, review, and manage transactions efficiently.
Tracking Reimbursements
How to flag expenses you expect to be paid back and link incoming payments to close the loop.
Learned Patterns and Smart Categorisation
How NivoaFlow learns from your manual categorisations and auto-applies them to future transactions.