Transaction Rules

Transaction Rules

Transaction Rules are a powerful feature in WYGIWYH that allow for automatic modification of transactions based on specified criteria. This can save time and ensure consistency in your financial tracking.

Key Aspects of Transaction Rules:

• Conditions: Set specific criteria that a transaction must meet for the rule to apply. This can include attributes like description, amount, account, etc.
• Actions: Define what changes should be made to a transaction when the conditions are met. This can include setting categories, tags, or modifying other fields.
• Activation Options: Rules can be set to apply when transactions are created, updated, or both.

Actions and Conditions

When creating a new rule, you will need to add a Condition and, later, Actions.

Both use a limited subset of Python, via SimpleEval.

The Condition must evaluate to True or False, and the Action must evaluate to a value that will be set on the selected field.

You may use any of the available variables and functions.

Available variables

• account_name
• account_id
• account_group_name
• account_group_id
• is_asset_account
• is_archived_account
• category_name
• category_id
• tag_names
• tag_ids
• entities_names
• entities_ids
• is_expense
• is_income
• is_paid
• description
• amount
• notes
• date
• reference_date

Available functions

• relativedelta

Examples

Add a tag to an income transaction if it happens in a specific account

If...
account_name == "My Investing Account" and is_income

Then...
Set Tags to
tag_names + ["Yield"]

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Move credit card transactions to next month when they happen at a cutoff date

If...
account_name == "My credit card" and date.day >= 26 and reference_date.month == date.month

Then...
Set Reference Date to
reference_date + relativedelta(months=1)).replace(day=1)