Settings

See your saved transaction rules and remove the ones you no longer need.

Settings now shows the rules that affect transaction classifications and reports. When removing a rule, choose whether to change only future transactions or earlier ones too.

September 2026 · 3 min read

See what each rule changes

Open Settings → Transaction rules. Each saved rule shows which transactions it applies to and how they appear in reports, for example as transfers between your own accounts.

Choose how far the change goes

You can stop a rule from applying to future transactions while keeping earlier classifications. Or ask Martia to reassess transactions classified by that rule. Later manual corrections will be preserved.

Reassessing earlier transactions may take a moment. Some transactions may need your review before they can be placed correctly in reports.

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See your saved transaction rules and remove the ones you no longer need. — Martia