Core Books AI
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Formerly Cash Basis AI

Rules

Tell CORE Books how to file a vendor every time, so Cash never has to guess it again.

What a rule does

A rule says: when a transaction matches these conditions, file it under this category (and on Command, give it this class). A rule always wins over Cash's own guess. Rules are unlimited on every plan.

Ways to make one

  • Settings, then Categories & rules, then Categorization rules, and New rule.
  • Save as rule, when you edit a transaction.
  • Make it a rule, during Review with Cash.
  • Ask Cash in chat; he shows you the rule and you choose Add this rule.
  • Answer the vendor interview (below).
  • Pick one of your own custom categories for a vendor: CORE Books makes the rule for you and says so, with Undo.
  • Your own AI, through an AI connection.

What a rule can match

Vendor, money in or out (or a written check), amount, the bank or card account, memo, and date. Text can be matched exactly, by contains, starts with, ends with, and more; amounts by equal, more than, less than, or between. All the conditions in a rule must match.

Earlier transactions

A new rule files new transactions. When you make one with Save as rule, in chat, or in Review with Cash, you are offered to apply it to earlier transactions too. A transaction a person already decided is never changed by a rule.

Change, turn off, order or delete

  • Edit changes a rule; the switch on each rule turns it off (it shows Disabled) and back on.
  • When two rules match, the one with the lower Priority number wins. The arrows move a rule up or down.
  • Delete removes it. Transactions it already filed stay where they are.

Each rule shows where it came from: Chat, From txn, Interview answer, or Made by your AI, and who made it.

The vendor interview

A short set of questions from Cash about your busiest vendors that he filed himself: "What do you pay this vendor for?" Each answer becomes a rule for new transactions from that vendor. Not sure and Skip save nothing, and Stop for now picks up later.

It starts from the dashboard (Teach me your regular vendors, once), or ask Cash to start it in chat.

On your phone

In the iPhone app, Make it a rule works during Review with Cash. Managing rules and the vendor interview are on the web.