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Set up Rules

Learn how to set up rules and automations for easier labelling

Set up a Rule in Breezing

You can set up Rules in Breezing to assign transactions into specific accounts based on a set of criteria.

  1. Click on Rules in the left hand panel.
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  1. There you can see any existing rules you’ve added. You can add a rule by click Add Rule in upper right hand corner.
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  1. Name the Rule and select the criteria. For example, we will create a rule for Sales. We will say everything that is ETH, Direction In and coming into a specific wallet will go into Sales. To do this we click on Field drop down and select Coin ETH. Then click Add Condition and click on Field drop down again and select Direction In. Then click Add Condition and click on Field drop down again and select Receiver (Wallet To)Daniel’s Wallet.
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  1. Go to Actions below and Select Transaction Account in the field drop down and choose Sales Account in the value field. Once done click, Add.
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  1. When ready, click Apply Now to apply the rule.
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  1. To speed up how fast you add Rules, click the Duplicate on existing rules and simply rename and change the rule slightly to what you need. Be sure to change the name.
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