Rules have officially launched in Coney! This powerful automation feature will transform how you manage expenses — say goodbye to manual categorization 🎯
What Are Rules?
Rules are smart IF-THEN automations that process your expenses based on conditions you define. Set them up once, and let Coney handle the rest.
How It Works
Creating a rule is simple:
- Define your conditions — e.g., "name contains 'Starbucks'"
- Set your actions — e.g., assign category "Coffee", share amount with your team
- Save and your rule is immediately active
Powerful conditions you can use
Build your perfect automation with flexible conditions: match expense names, set amount thresholds, filter by date, organize with tags, or target specific bank transactions. Mix and match to create rules that work exactly how you do!
Actions at Your Fingertips
- ✏️ Assign Category — Automatically categorize expenses
- 🏷️ Add/Remove Tags — Organize with custom tags
- 👤 Set Paid By — Assign the payer automatically
- 💱 Share Amount — Configure payment splits
- 🔄 Link to Recurrence — Connect to recurring expenses
Smart Priority System
Rules are evaluated by priority, only the first matching Rule is applied. Easily reorder rules via drag-and-drop to fine-tune your automation flow.
Enhanced Analytics & Insights
Get a clearer picture of your finances with powerful new visualizations:
- New Visual Charts — Income/expense breakdown, monthly balance trends, team member debts, and most numerous categories at a glance
- Balance Tracking — Monitor both monthly and overall balances with greater accuracy
Performance & Reliability
We've been hard at work making Coney faster and more dependable:
- Better Multi-Currency Support — Exchange rates are now more reliable and support many more currency combinations
- Import Improvements — Smoother transaction import flow while we plan for a major rework
- Better Bank Sync — More reliable automatic expense creation from your connected accounts
- Reliability Improvements — Several enhancements to make the platform more stable and error-proof
Easier Quote Sharing
Sharing expenses with your team just got simpler:
- New Share Button — Quickly share expense quotes with team members
- Bulk Edit Improvements — Better bulk editing with support for keeping quotes unchanged
