Understanding Transaction Rules

A transaction rule represents a single predictable item in your cash flow, such as your salary, your rent, or a subscription payment. You give it a name, a type (income or expense), and one or more scheduling entries that tell ForwardFi when it occurs and how much it is.

Rules do not record transactions that have already happened. They describe transactions you expect to happen so the forecast engine can project them forward.

Set Type to Income for money coming in (salary, rent received, dividends) and Expense for money going out (mortgage, insurance, subscriptions). The forecast adds income occurrences to your balance and subtracts expense occurrences.

You can attach categories and tags to a rule to group related items. Categories carry a colour and are useful for high-level groupings such as "Housing" or "Transport". Tags are free-form labels for finer classification. Both are optional.