NAMING
CUSTOM RULES (OPTIONAL)
Custom rules provide you with another means of naming your transactions. This method uses user-defined rules to match transaction strings to a name that you have set. It is entirely optional, and in most cases custom rules will not need to be used, as automatic (system generated) naming rules will work in almost all cases.
Custom Rules can be accessed from the ‘Select Name’ window, using the button ‘Custom Rules’.
WHEN MIGHT YOU WANT TO SET A CUSTOM RULE?
Custom Rules may be useful when you have a recurring transaction that is always changing.
One reason that transactions may always change is due to transaction numbers, dates and monetary values being placed in the transaction string. Having one of these changing values in a string does not always justify creating a custom rule.
Custom Rules do not apply to cheques.
SETTING A CUSTOM RULE
1. Select a transaction to apply the rule to.
It is best that this transaction is typical of others that you want this rule to apply to. This will open the ‘Select Name’ window.
2. Select the name you wish to use
If you have not made the name yet, make it now. Once you have selected a name, click on the ‘Custom Rule’ button.
3. If you are able to create a rule for that name you will be presented with a ‘Create Rule’ button in the new window that appears (the Custom Rules window).
4. Set the details of your Custom Rule
by using the options available to you in the ‘Edit Custom Rule’ window. Options are available for each ‘word’ in the particular transaction string:
In this example we have set a rule for a Stockbroking account, which includes an account number and a unique transaction number in each transaction string.
This account has a similar string for both the credits and debits that it makes to this account, this rule covers both those credits and debits:
E.g. Direct Credit …….
Direct Debit ……..
When you have finished setting the details of your rule ‘Create New’. The rule will now appear in your list of Custom Rules.
5. Select and ‘Apply Rule’
EDITING AND DELETING RULES
Accessible using the ‘Custom Rule’ button from the ‘Select Name’ window.
From here you can choose to Edit or Delete a rule.
Sort Your Rules
Using these arrows: 
This will list your rules in the priority that you want them to be used.
ABOUT CUSTOM RULES
Rules are set, primarily for each account. This is true for both Custom and Automatic Rules.
When a rule cannot be found for the account you are currently looking at, Budgets Get Real attempts to match it with other, suitable rules from any other accounts with that same Institution. The idea being that your Institution may use the same (or similar) descriptions for transactions, regardless of the type of account.
When transactions are named without using a Custom Rule they essentially gain their own type of rule - an automatic naming rule.
Automatic (system generated) rules attempt to automatically name & categorise transactions based on the names and categories that you have previously applied to them.
Custom Rules take precedence to override automatically generated rules.
