A business owner or administrator with full access can edit or delete an auto-categorization rule at any time. Rules reduce manual work and help prevent categorization errors. This feature is available for businesses that have Spend Management Pro Plus.

Please note, rules apply only to transactions that occur after you create the rule.

To edit an auto-categorization rule using online banking or the U.S. Bank Mobile App

1. Select the central bill account. Then choose Go to Spend Management.
2. Select Profile & settings and choose Account settings. 
3. Select Auto‑categorization and choose the rule you want to edit.
4. Update the desired fields on the form, then select Save Changes.

To delete an auto-categorization rule using online banking or the U.S. Bank Mobile App

1. Select the central bill account. Then choose Go to Spend Management.
2. Select Profile & settings and choose Account settings.
3. Select Auto‑categorization and choose the rule you want to remove.
4. Select Delete rule, then choose Remove to complete the action.