Next User Type: Admin, Bookkeeper
As an account administrator or bookkeeper in J.P. Morgan Next, you can create rules that automatically apply custom field values for transactions made in a specific budget. With a budget rule in place, spenders will no longer have to make selections for any custom fields that you have already selected as part of the rule. You can only create one budget rule for each budget in your account.
Create rule from a web browser
In the Navigation Menu, select Settings
Select Transactions
Select Automation rules
Select Add New Rule
In the Rule Type drop-down menu, select Budget
In the If A Transaction Hits This Budget drop-down menu, select the budget where you want the budget rule to apply.
Note: You can only apply one automation rule per budget. If you cannot select a budget, there may already be an automated budget rule applied for that budget.
The Make These Field Selections section displays any custom fields that apply to your selected budget. If you want a custom field option to be automatically applied for any transaction for the selected budget, click the drop-down menu for the custom field and select the option you want applied.
To save the budget rule, select the Save button
Create rule from the mobile app
In the Navigation Menu, tap the More link
Tap the Automation Rules link
Tap the Add New link
Tap the Budget Rule button
Tap the If a transaction hits this budget field
Select the budget where you want the automation rule to apply
All the custom fields that apply to that budget display. If you want a custom field option to be automatically applied for any transaction for the selected budget, tap the custom field and select the option you want applied.
To save your budget rule, tap the Save link
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