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How do I create an automation?

Hedgi enables creating personalized automations to streamline categorizing expenses based on your business needs. Follow these steps:

  1. Go to “Actions” tab under transactions
  2. Click the “+” button to start an automation
  3. Identify patterns in the bank text to target
  4. Remove unique details, keep only key terms
  5. Click “Test” and categorize the sample transactions
  6. Assign vendor and category to apply for matches
  7. Optional: Add tags or descriptions
  8. Review automation details carefully
  9. Click “Create Automation” to finalize

Now matching transactions will be automatically categorized using your custom criteria.

Benefits include:

  • Automations tailored to your transactions
  • More efficient categorization workflows
  • Enhanced accuracy of expense data
  • Streamlined financial management

Hedgi puts you in control of automation for smarter categorization. Create rules specific to your transactions for optimized business expense tracking.