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.
- Click on
Rules
in the left hand panel.
- There you can see any existing rules you’ve added. You can add a rule by click
Add Rule
in upper right hand corner.
- 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 selectCoin
ETH. Then clickAdd Condition
and click onField
drop down again and selectDirection
In. Then clickAdd Condition
and click onField
drop down again and selectReceiver (Wallet To)
Daniel’s Wallet.
- Go to Actions below and Select
Transaction Account
in the field drop down and chooseSales
Account in the value field. Once done click, Add.
- When ready, click
Apply Now
to apply the rule.
- 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.