Import rules are used to help you import transactions more efficiently. Files imported from banks often contain unrelated information or are not worded the way you would like them to be. Import rules allow you to import your data using terms that make sense to you.
Creating an import rule
- Select Money > Preferences > Rules.
- Choose a name for the rule.
- Choose the criterion upon which transaction information should be updated, e.g., account type, name, transaction category, date, etc. To use more than one criterion, click the "+" button. The selection of criteria is presented in the following way:
"Any/All" of the following are true:
"Variable 1" "Variable 2" "Variable 3 (if required)" [field to enter a keyword]
- Indicate the values of payee, category, and/or comments, which should automatically be set to transactions that correspond with the chosen criteria.