Rules is a feature that allows users to automatically categorize similar transactions based on specific attributes of the transactions. This can be useful for organizing transactions in a way that is easy to understand and analyze, as it allows users to group transactions that have common characteristics into the same category.

By creating rules, users can save time and effort when categorizing their transactions, as the system will automatically apply the appropriate category based on the specified criteria.

Create a New Rule

To create a new rule, the user can follow these steps:

1. Navigate to the "Rules" section.
2. Click on the “Create new rule” button to open the rule creation interface.

1. Enter the desired name for the rule in the appropriate field.
2. Select the wallet(s) and exchange(s) that the rule should be applied on.
3. Select the target(s) (debit, credit or tag) and the account type that the rule should apply to from the dropdown menu. If you’re selecting the target as a “tag”, then select the appropriate tag from the dropdown menu.
4. In the "Condition" section, specify the criteria that must be met for the rule to be applied. Choose a field from the dropdown list, select an operator, and enter a value. You can enter multiple conditions as well.
5. Click on the "Add New Rule" button to save the new rule.

Condition

A Rule can be applied for the following attributes of a transaction

1. Token Sender (from Contacts)
2. Token Sender (By Address)
3. Token Receiver (from Contacts)
4. Token Receiver (By Address)
5. Amount
6. Cost-basis
7. Date
8. Transaction Hash
9. Chain
10. Token Symbol
11. Posting Period
12. Purpose
13. Is Fee
14. Tags
15. Type
16. Flow Direction
17. Is Internal
18. Not Internal

After selecting a transaction attribute in the "Condition" section, the user must specify a value for that attribute and indicate whether it must be equal to or not equal to that value for the rule to be applied. This allows the user to specify the specific criteria that must be met for the rule to be applied.

Creating Multiple Conditions

To create multiple conditions for any rule that has been created, the user can click on the "add new condition" option, which is located at the bottom of the rule. This will allow the user to specify additional criteria that must be met for the rule to be applied.

When adding multiple conditions to a single rule, the user has the option to choose between two logical operators: AND and OR.