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FeaturesTransaction Rules
💰 Lodgic Books

Your recurring expenses,
categorized automatically.

Set up rules once and Lodgic auto-categorizes every matching transaction from that point forward. Your cleaning service, mortgage payment, and utility bills never need to be manually categorized again.

Set up rules once. They run forever
Match by vendor name, amount, or keyword
Assign to a property and IRS category automatically
Works across imported bank transactions and receipts
Set It and Forget It

Every recurring expense, categorized on arrival.

Most STR hosts have the same recurring vendors every month: cleaners, utilities, insurance, platform fees. With transaction rules, you define the pattern once (vendor name, keyword, or amount range) and Lodgic applies the right IRS category and property every time that transaction appears.

  • Rule: ‘Turno’ → Management Fees · Cabin 1
  • Rule: ‘CMP’ → Utilities · Any property
  • Rule: ‘Proper Insurance’ → Insurance · All
  • Rule: ‘Airbnb’ + payout → Rental Income
  • Unlimited rules on all paid plans
Active Transaction Rules
Turno
→ Management Fees · Line 11
Always
CMP Electric
→ Utilities · Line 17
Always
Proper Insurance
→ Insurance · Line 9
Always
Airbnb Host Fee
→ Advertising · Line 5
Always
Mortgage Payment
→ Split: Interest + Principal
Always
How It Works

Simple by design.

Built for hosts, not accountants. If you can take a photo or fill in a field, you can use this.

1

Log your first transaction

The first time you log or import a transaction, categorize it manually.

2

Create a rule

Lodgic suggests creating a rule for recurring vendors. One click to confirm.

3

Never categorize it again

Every future transaction matching that rule is auto-categorized. Done forever.

Less manual work. More accurate books.

Transaction rules included on all paid plans. Start free, no credit card required.

Start for Free →
Free forever on 1 property
No credit card required
IRS-ready from day one