Creating and Editing Rules

Open a bank account and click Add Rule. Enter a name that clearly identifies the item, choose the type (income or expense), and optionally add a description, categories, and tags. Click Save. The rule is created without any entries, so you need to add at least one entry before it will appear in forecasts.

Click the rule name to open it, then click Edit. You can change the name, type, description, categories, and tags. Saving changes to the name or type will regenerate all 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.