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[Music] hey everybody welcome in this video well discuss using transaction rules and simplify transaction rules allow you to assign a certain category to a payee or you can also assign specific keywords for a payee to be renamed by which just ensures that your transactions are downloading and to simplify the way that you want them to to access transaction rules youll select settings from the left-hand bar and then select rules as you can see i have numerous rules created here i can see the payee name these are all listed in alphabetical order by payee name i can also see how many renaming rules i have created for a certain payee as well as the category rule that i have created for that payee first well walk through creating a new payee rule which you can do by selecting this add rule button in the upper right and then select new payee name rule here ill enter the keywords that i want simplify to watch out for [Music] and here ill enter the payee name that id like simplify to ren
