Rules

Firefly III contains a powerful rule engine that can automatically update your transactions. It can do this when transactions are created or when they are changed. It works by combining “triggers” with “actions”.

This is especially useful when you’re importing data and you wish all transactions to be updated at once. Or perhaps, you are too lazy to set the correct budget and category all the time so you make a rule to do this for you.

Rule groups

Rules are divided over rule groups. Each rule group has rules in a specific order. You can set rule groups to stop processing other rule (groups).

Rules can be set to be “strict” or not. If a rule is set to be strict, EACH trigger must match. If a rule is not scrict, ANY trigger must match.

Triggers

A rule must spring into action at the right time! This is decided by triggers that you can set yourself. Here are some notable rule triggers that people use often:

  • When a transaction is created
  • When the description is something specific
  • When the amount is above X.
  • When the budget is X.

Rules can be set to be “strict” or not. If a rule is set to be strict, EACH trigger must match. If a rule is not scrict, ANY trigger must match.

Actions

When the triggers are hit (either ALL or ANY, see the “strict” option), Firefly III will execute the associated rule actions. There are many actions available. Notable ones are:

  • Change the budget, category, tag(s), description, amount
  • Set a new description
  • Change the source or destination account

Combined, this gives you a lot of power over your financial data.

You cannot fire other rules from a rule.

Screenshots

Meta data of a rule

A new rule can be given some basic information.

Set the triggers

First you would set up the triggers for the new rule.

Set the actions

Then decide on the actions to take.