Dec 15, 2025
Related Transaction Rules
You can now create related transaction rules on our Mac app. These rules were previously available only on our iOS app, so now you can create both name rules and related transactions rules on both of our apps. Additionally, when creating a related transaction rule, we now show you a preview of all affected transactions and allow you to confirm the rule creation. This previewing capability was previously only available for name rule creation. This removes the possibility of accidentally changing a large number of transactions in Copilot so that you create the correct rules and automate more of your transaction tracking process going forward.
You can now create all kinds of transaction categorization rules, not just name rules in Copilot. Previously, we allowed you to apply the same changes made on one transaction to all other transactions of the same category-type, but without confirmation. We now show you all related transactions and allow you to confirm the transaction. This removes the possibility of accidentally changing a large number of transactions in Copilot so that you create the correct rules and automate more of your transaction tracking process going forward.







