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Rules

Rules are used as sets of actions to automatically perform when importing data from supported data files. To access a list of import rules and manage them, go to Preferences > Rules.

Manage import rules

  1. Go to Preferences > Rules, click the Add button on the bottom of the list.
  2. Name the rule
  3. Choose the main criterion, which will be used as a condition for applying the rule(date, account, payee, stock, etc.). Click the “+” button to select more criteria for your import rule. The selection of criteria is presented in the following way:

“All/Any” of the following are true:
“Variable 1” “Variable 2” “Variable 3 (if required)” [keyword entry field]

Every time you import a data file, Money will apply the rules to the items that match their criteria.

To change the criteria of an import rule, go to Preferences > Rules, select the rule you wish to change and click the ‘i” icon on the right of the list.

To delete import rule select the rule(s) you want to delete (hold Cmd while clicking to select multiple items).

Click the “-“ button on the bottom of the payee list.

or

Ctrl + click on the selected item(s) and select Delete.

or

Press Cmd + Backspace.

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