Categorization rules are used to assign a category to the transactions downloaded from your bank.
You can create them in "Bank synchronization" page of the web app or in the "User" page of the Android app.
Rules are case-insensitive and are applied in order: the first match found assigns the related category.
The check is done by searching the inserted "search terms" in the from/to and notes fields of the downloaded transaction.
The "search terms" are case-insensitive.
You can leave a space at the start or at the end of the "search terms" to avoid unwanted match.
Example with "Bank test card payment" as notes.
Search term: "bank" -> Rule applied
Search term: "card pay" -> Rule applied
Search term: "card pay " -> Rule not applied
The difference in the latest two examples is the space at the end.
Base rule
If no match is found Fast Budget will try to guess a category for each transaction.
If you always want to assign a category manually you can create a base rule.
A base rule has an empty "search terms" and is always applied if no rules were applied before.
You can create only one base rule per type: one for the income categories and one for the expense categories.