Rules engine
One correction becomes a permanent rule
When the AI gets one wrong, fix it once and Piggey remembers. Rules match merchant names, amounts, or patterns — applied retroactively and on every future import.
Start with smart rulesCreate from any transaction
Recategorize a row and optionally save it as a rule. "If description contains NETFLIX → Subscriptions." Done.
Retroactive fixes
Rules apply to existing transactions too — fix six months of miscategorized rows in one click.
Compound accuracy
Each rule makes the next import cleaner. Power users reach near-perfect categorization with a dozen rules.
When AI isn't enough
Generic merchant names, internal transfers, and side-business expenses confuse every automated system. Rules are how you teach Piggey your specific life.
They're included free — because accurate categories are the foundation everything else builds on.
Frequently asked questions
What can rules match on?
Merchant/description text, categories, and patterns in transaction data. Create rules from the transaction list or the dedicated Rules page.
Do rules run automatically on import?
Yes. Every new import runs through your rules after AI categorization — rules take precedence.
Are rules available on the free plan?
Yes — the rules engine is included on Piggey Free.