Creating and Editing Rules

Open a bank account, select Transaction rules, and click Add rule. Enter a name, choose income or expense, and optionally add a description and category. Each new rule starts with one scheduling period: set its amount, recurrence, and start date before saving so it can appear in the forecast.

Click Edit beside the rule you want to change. You can change the name, type, description, category, scheduling periods, transfer destination, and scenario assignments. Saving changes regenerates the future occurrences for that rule.

Open the rule and click Delete. Confirm the prompt. All entries and future occurrences for that rule are removed. Past forecast data is unaffected.