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Dashboard
Accounts
Categories
Transactions
Transactions Landing Page (Charts, Stats, Filtering, Transactions List)
Transactions Importing (from CSV file)
Rule Fields
Rule Fields are used to create rules for the transactions importing. There are 3 types of fields: Date, Value, Text. The 'Title' field should correspond to the column name from the CSV file. Based on these Rule Fields you can create conditions for the Rules.
Rule Fields List
Rule Fields Form
Rules
Rules allows setting type, category, merging fields for the transactions if the conditions are met. These rules are applied during the transactions importing. The rules are grouped into Rule Groups and the Rule Groups can be selected into the importing tool. There are 3 types of rules: transaction_type, transaction_category, transaction_combine (setting type, category, merging fields if the conditions are met).
Transaction Type Rule
Transaction Category Rule
Transaction Combine Rule
Rule Groups
Rule Groups are grouping rules in a specific order. All rules are applied based on the order.
