create_rule
Create a rule that automatically applies an action (set category, payee, or notes) when a transaction matches conditions on payee, category, or amount.
Instructions
Create a transaction rule. When a transaction matches the condition, the action is applied automatically.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| condition_field | Yes | Field to match: payee, category, amount, notes, imported_payee | |
| condition_op | Yes | Operator: is, contains, oneOf, isNot, doesNotContain, matches, gt, lt, gte, lte | |
| condition_value | Yes | Value to match against | |
| action_field | Yes | Field to set: category, payee, notes | |
| action_value | Yes | Value to set (category name/ID, payee name, or note text) | |
| stage | No | When to apply: null (default), pre, or post | null |