Money In Rules help you further automate your finance tracking by automatically tagging certain deposits as they pull in from your linked accounts. This removes the need for you to tag those transactions manually, saving you time and ensuring all of your income is accounted for.
To Create an Income Rule:
Navigate to the section Accounting > Transactions > Money In
Click on a specific income entry
Click the ‘Create a Rule’ button
Choose the income category that you want transactions from that vendor to be tagged to
If applicable, tag which client (if any) you want transactions from that vendor to be associated with
Choose if you’d like to automate those options for all transactions from that vendor (past and future) or only future
Click ‘Save’
If this rule matches a rule that is archived, then a prompt will show either asking you to ‘Restore Archived’ or Restore and Update’ so that you do not have duplicate rules
If you are creating a rule similar to an active rule, then a prompt will ask you to edit the rule so it matches the already active rule or ‘Update the Existing Rule’
