Review and change financial rules in your conversation with Martia.

Ask about rules saved during transaction review. Inspect matching conditions, edit the amount or classification and confirm the change in chat.

Conditions and outcomes together

Chat shows the recipient, direction, amount and reporting impact of each rule. Create a rule for an existing relationship or edit a saved one. Changes require your confirmation and apply to future transactions; history stays unchanged.

Start tracking your finances with Martia

Connect your bank account and automatically track spending, plan budgets, and analyze trends — all in one place.

Get started
Review and change financial rules in your conversation with Martia. — Martia