Auto-Classification Rules for Transaction Processing
ποΈ View Rule Details
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π§ Edit Keyword Rule
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π€ Import Rules Data
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π Instructions
Download the template using "Export Rules Data" button
Edit the CSV file with your rules
Upload the modified CSV file here
The system will add new rules and update existing ones based on the Search Keyword
Testing: Click "Export Rules Data" first to get a valid CSV template with your current rules or sample data.
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Drag and drop your CSV file here
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βFile Ready to Import
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π CSV Format Verification
Showing your column headers and first few data rows. Verify your CSV has the correct columns before importing.
β οΈ Clear Keyword - Advanced Options
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β οΈ WARNING: This action will permanently delete selected keyword rules. An automatic backup will be created before deletion.
π Select Keyword Rules by Created Date
0 dates selected
No keyword rules data available
πΎ Automatic Backup:
Before deletion, all selected keyword rules will be automatically exported to your Downloads folder as:
keyword_backup_[timestamp].csv
π§ Data Maintenance Tools
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π Database Operations
Force Refresh: Reloads all keyword rules from Firebase database
π Keyword Rules
π€ Export/Import Rules: Use "Export Rules Data" to get a CSV template, edit it, then import back.
β’ Automatic Status Changes: When integrated with Import & Classify Tool, imported rules automatically become "Import Applied" when transactions using them are archived
β’ Clear Keyword: Use "Clear Keyword" button to manage archived transactions and delete unused import rules
π Search & Filter Rules
π‘ Search Tips: Search results are highlighted automatically as you type. Classification filter applies immediately when selected.