Date-Based Rules: Time-Box Your Spending 📅
Automatically route transactions based on when they happen. Perfect for trips, holidays, projects, and any time-boxed spending.
See It In Action
Powerful Time-Based Automation
Time-Boxed Spending
Set date ranges for automatic transaction routing. When the dates hit, your rules activate.
Multiple Actions
Route to specific slices, add notes, assign categories - all based on when transactions occur.
Set & Forget
Create rules once, they run automatically during your specified dates. No manual intervention needed.
Smart Tagging
Automatically add notes and tags to transactions during specific time periods for easy tracking.
Real-World Examples
Date-based rules work for any time-boxed spending need. Here's how people use them:
Tokyo Trip (March 15-25)
Saved up $3,000 for your dream Japan trip
Track exactly how much you're spending vs. your trip budget in real-time
Holiday Shopping (Nov 20 - Dec 24)
Christmas budget of $800 across multiple stores
Know exactly how much holiday budget remains as you shop
Kitchen Remodel (June 1-30)
Home improvement project with $15,000 budget
Track project spending without mixing with regular expenses
Back to School (Aug 15 - Sept 5)
School supplies and clothes for the kids
See total school costs across multiple shopping trips
Wedding Weekend (Oct 12-14)
Best friend's wedding in wine country
Track all wedding-related expenses in one place
Festival Season (May 1 - Aug 31)
Summer music festivals and events
Monitor your entertainment budget across the whole summer
How It Works
Set Your Dates
Choose start and end dates for your rule
Define Actions
Pick which slice, add notes, set categories
Automatic Magic
Transactions route automatically during those dates
Track Progress
See spending vs. budget in real-time
Advanced Capabilities
Multiple Rules
Run different rules for different date ranges simultaneously
Combine Conditions
Mix date rules with merchant or amount conditions
Why Date-Based Rules Change Everything
Before Date-Based Rules
- 😰 Manually categorizing vacation expenses weeks later
- 🤔 Forgetting which expenses were for which project
- 📊 Spreadsheets to track time-boxed spending
- 💸 No real-time view of budget vs. actual
After Date-Based Rules
- ✨ Everything automatically routes to the right place
- 🎯 Perfect tracking for trips, holidays, and projects
- 📱 Real-time view of spending vs. budget
- 🧠 Zero mental overhead - set once, runs automatically
Perfect for ADHD & Neurodivergent Brains
No more trying to remember what that charge was for three weeks later. Date-based rules capture context in the moment, so your future self doesn't have to figure it out.
Ready to time-box your spending?
Date-based rules are available now. Start organizing your time-boxed spending today.
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