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How do I edit a pre-existing automation?

Here are the steps to edit a pre-existing automation in Hedgi:

  1. Go to the Automations tab.
  2. Locate the automation you want to edit in your list of existing automations.
  3. Click on the pencil icon next to the automation name.
  4. This will open the automation builder workflow.
  5. Make any changes needed to the automation criteria, assigned category, vendor, etc.
  6. When ready, click “Update Automation” to finish.
  7. Your changes will now apply going forward as the automation runs.

Key Points:

  • Editing lets you modify automations instead of creating new ones.
  • Use this to change categories, vendors, or keywords.
  • Test thoroughly before saving any automation edits.
  • Saved changes apply to future transactions matched.

With Hedgi’s easy editing, you can quickly refine existing automations as your transaction patterns evolve. Keep your automations up-to-date.