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File rows and save rules

What you'll do

Every row in Cash Flow belongs somewhere: a spending line such as Groceries, a recurring bill, an income line, or Transfer for money moving between your own accounts. Rows Cashington couldn't file wait in Needs a look. You file them in the transaction drawer, and a rule makes the next one automatic.

Updated October 2026 · Cashington 0.2.3 · 5 steps · screenshots show an invented household

  1. Open the rows with no line

    On Cash Flow, the Needs a look bar counts what's left, here 3 rows with no line. Click the chip to open them.

    The Needs a look bar: 3 rows with no line, 1 bill not seen, Everyday Rewards Card off by $38.40, and Show fix-ups.
  2. Use a quick button, or choose a line

    Each row has quick buttons: Transfer if the money moved between your own accounts, Transfer to an account you don't track (such as a brokerage), or Don't count it. To give it a line, click Choose a line.

    Fix-ups before closing: Rows with no line, each with Choose a line, Transfer, Transfer to an account I don't track and Don't count it.
  3. Pick the line in the drawer

    The row opens in the transaction drawer, on its line picker. Pick where the money belongs; the row is filed at once and its status says Filed by you. The same list can also make a new line.

    The transaction drawer for SQ *FAIRVIEW FARMERS MKT with the line set to Groceries, the status Filed by you, and an Add a rule to this spending line button.
  4. Add a rule to the line

    To file the same merchant automatically next time, click Add a rule to this spending line. Keep or edit the match text, check how many rows it would change, and click Save rule.

    The Add a rule to this spending line form: match text FAIRVIEW FARMERS MKT, line Groceries, direction and account, the note that it matches 1 row in open months, and Save rule.
  5. Find it on Money out

    Rules are listed on Money out, under Spending rules, as sentences with a count of the rows they filed. Edit or delete them there.

    Money out, Spending rules: When the description has FAIRVIEW FARMERS MKT, Groceries, Filed 1 row.