How it works
Rules that work while you sleep
Every time a new transaction syncs from your bank, LazeeFish checks it against your mapping rules — and acts instantly.
Create a mapping rule
Define a rule by entering a keyword to match against the transaction's entity name (partial/substring match). Optionally narrow it by amount range or restrict it to a specific bank connection.
LazeeFish watches every incoming transaction
Each time your bank syncs new transactions, the rule engine evaluates them against all active mapping rules — in the order you define them — before they ever appear in your Pending queue.
Matching transactions post automatically
A matched transaction is instantly posted to your ledger with the envelope, entity, transaction type, and tags you specified. Nothing lands in Pending Transactions for review — it just works.
Example mapping rule
Features
Powerful matching, minimal setup
Every option exists to give you precise control without complexity.
Match by entity name
Enter any partial string — "AMAZON", "WHOLE FOODS", "NETFLIX" — and match every transaction whose notes contain that text.
Narrow by amount range
Set a min and/or max dollar amount to prevent a keyword from matching the wrong transaction. Great for recurring charges with a known amount.
Scope to a bank connection
Apply a rule only to transactions from a specific linked account, preventing the same keyword from matching across multiple banks.
Auto-assign transaction type
Automatically mark matched transactions as Expense, Income, Transfer, or any custom type you've defined — no manual selection needed.
Auto-tag with multiple tags
Attach as many tags as you like to matched transactions. Combine tags like "groceries" + "joint" for multi-dimensional filtering.
Bulk auto-post existing queue
Already have a backlog of unposted transactions? Run bulk auto-post to apply your rules to the entire Pending queue at once.
What makes this different
Most apps assign one category. LazeeFish assigns unlimited tags — automatically.
YNAB, Mint, Monarch, and Simplifi all route each transaction into a single spending category. LazeeFish applies multiple tags at once — so a Costco run can simultaneously be "groceries", "household", and "joint" with no conflict. Your rules apply as many tags as you define, every time a match fires. You can still filter, report, and budget by any individual tag.
Ready to auto-tag every transaction?
Create your first mapping rule in under a minute — it applies to every matching transaction from that point on.
Try it freeGetting started
Setting Up Auto-Tagging Rules
A new rule takes under a minute to create.
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Go to Setup ? Automated Posting Rules In the app sidebar, open Setup and select Automated Posting Rules from the menu.
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Click "+ New Mapping" The mapping form opens. Give your rule a descriptive name so you can recognize it later.
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Enter a "Notes Search" keyword Type a partial string that appears in the transaction description — for example,
AMAZON,STARBUCKS, orNETFLIX. Matching is case-insensitive. -
Choose the target envelope, entity, and transaction type Select which envelope to post to, the counterpart entity (vendor/payee), and whether it's an expense, income, or transfer.
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Optionally add tags Select one or more tags to attach automatically. If you haven't created tags yet, do that first in Setup ? Tags.
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Save — future matching transactions post automatically The rule activates immediately. Run bulk auto-post to apply it to any transactions already waiting in your Pending queue.
From the blog: See how auto-tagging fits into a full envelope budgeting practice — How to Start Envelope Budgeting walks through the complete setup, and Your Budget Is Lying to You explains why tagging without proactive allocation misses the point.
Auto-tagging pairs naturally with recurring bill tracking. When LazeeFish detects that a merchant appears on a predictable schedule, it can suggest a bill template — so the same transaction that gets auto-tagged into your envelope also fulfills the matching bill occurrence automatically.
When a mortgage or car loan payment imports from Plaid, LazeeFish goes a step further — it auto-splits the payment into principal and interest using your current balance and APR. Learn more about the debt tracker.
Forget categorizing. Auto-tag it.
Create your first mapping rule in under a minute and let LazeeFish handle the rest — one rule, unlimited tags, applied automatically forever.
Try it free