📖 About

Import rules automate transaction allocation in the Accounts module. A rule matches transactions by their description and applies an action: "everything containing NETFLIX is my Netflix subscription", "salary deposits create an income entry". Rules belong to an account file, so each bank account has its own set.

🎯 How Matching Works

• Pattern: matched against the transaction description, case-insensitive, with % as a wildcard. %NETFLIX% matches anywhere; EFTPOS% matches descriptions starting with EFTPOS
• Direction: apply to any transaction, only money in (credits), or only money out (debits)
• Priority: lower numbers are checked first when several rules could match
• Enabled: switch a rule off without deleting it

🧰 Actions

Each rule performs one of six actions on a matched transaction:

• Income: create an income entry (with optional type, category, supplier, and tags) and link it
• Transfer: link to a matching transaction in another account file, optionally creating the other side if none exists
• Receipt: link to an existing receipt by date and amount, or create a new one (optionally also creating a linked expense)
• Subscription: allocate the payment to a chosen subscription (optionally also creating a linked expense)
• Ongoing: allocate the payment to a chosen ongoing (optionally also creating a linked expense)
• Expense: create an expense (with category, supplier, tax category, status, budget, and tags) and link it

⚙️ Rule Behaviour Settings

Two per-account settings at the top of the Import Rules screen control edge cases:

• When multiple rules match: first match wins (by priority), or skip the transaction so you can handle it manually
• When a target file's currency differs: assume the same currency, or skip the transaction

▶️ Running Rules

Rules never change anything silently. Every run shows a preview first:

• After a statement import: the app offers to apply your rules to the just-imported transactions
• ⋮ → Run import rules…: run over existing transactions in a date range (default: last 90 days, unallocated only)

The preview lists what each rule would do; untick anything you don't want, then Apply. Results are shown per transaction, and failures can be retried without redoing the ones that succeeded.

💡 Creating Rules Quickly

Long-press an unallocated transaction in the list and choose Add rule and the rule dialog opens with the pattern pre-filled from that transaction's description, ready to generalise with % wildcards.

📋 Copying Rules Between Accounts

Rules belong to one account file. To reuse a set on another account, open Import Rules and tap the copy icon in the app bar, then pick the destination account file.