Smart import rules

Import rules automatically change the description, category, tags and notes of imported transactions according to specific criteria. For instance, you might want to assign the category "Food" to all the transactions containing the name of your groceries store in their description.

To create a new import rule

  1. Select Squirrel > Preferences…

  2. Select the "Import Rules" tab.

  3. Click on the "+" button.

  4. Choose a name, a set of conditions and rules to apply.

Enabling import rules

Some import rules can be deactivated in case you might want not to apply them during an import. This can be done on a per rule level, by deselecting the "Active" checkbox in the Preferences. Or you can simply disable the application of import rules in the importer window, under the options view.

Filtering criteria

The criteria of an import rule are used to filter down transactions just before they're imported. You can filter transactions according to their description, category or notes. The importer changes the specified properties according to the contents of the import rule.

Rules order

Rules are applied successively, the first rule being the topmost rule in the rules table. A single transaction can be modified by multiple import rules during the import.

To change the order of an import rule

  1. Select Squirrel > Preferences…

  2. Select the "Import Rules" tab.

  3. Drag and drop the rule to the desired place in the table.