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    Setting up transaction rules — Cove Help Center
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    Setting up transaction rules

    Automate categorization so recurring merchants always land in the right place.

    CWritten by the Cove Team · Updated June 2026

    Rules tell Cove to always categorize a given merchant a certain way, so you don't fix the same transaction every month.

    Create a rule

    1. 1Open a transaction from that merchant.
    2. 2Choose Always categorize as… and pick the category.
    3. 3Future transactions from that merchant follow the rule automatically.

    Related articles

    Creating custom categoriesRecategorizing a transaction

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