diff --git a/public/images/sc_accounting_export_import.png b/public/images/sc_accounting_export_import.png new file mode 100644 index 0000000..c7cfa97 Binary files /dev/null and b/public/images/sc_accounting_export_import.png differ diff --git a/usage-guides/settings/accounting.md b/usage-guides/settings/accounting.md index 0153854..05246c3 100644 --- a/usage-guides/settings/accounting.md +++ b/usage-guides/settings/accounting.md @@ -32,6 +32,20 @@ You can change these settings to match your country's tax requirements. You can add or edit accounting rules based on `Event type`, `Event subtype`, and `Counterparty`. +### Import/Export Accounting Rules + +![Export and import accounting rules](/images/sc_accounting_export_import.png) + +You can export your accounting rules to a JSON file and import them back later. This is useful for backing up your custom rules, sharing them with others, or moving them between rotki accounts. + +Both options are available from the three-dot menu next to the **Add accounting rule** button on the Accounting Rules page: + +- **Export accounting rules**: Saves all of your current accounting rules to a JSON file on your computer. +- **Import accounting rules**: Loads accounting rules from a previously exported JSON file. + +> [!NOTE] +> Imported rules can conflict with rules you already have. When any conflict exists, a **Resolve accounting rules conflicts** banner appears on the page, letting you choose which version of each conflicting rule to keep. This banner isn't specific to imports — it also shows up for conflicts introduced by manually added rules or by updates to rotki's built-in (source) rules. + ### Special Accounting Rules For Specific Events ![Special Accounting Rules](/images/sc_accounting_rules_special.png) diff --git a/usage-guides/tax-accounting/accounting-rules.md b/usage-guides/tax-accounting/accounting-rules.md index 5559047..449e190 100644 --- a/usage-guides/tax-accounting/accounting-rules.md +++ b/usage-guides/tax-accounting/accounting-rules.md @@ -172,7 +172,7 @@ You can create custom rules that override the defaults for specific combinations - Event subtype - Counterparty (protocol identifier) -See [Add/Edit accounting rules](/usage-guides/settings/accounting#add-edit-accounting-rules) for how to create them in the UI. +See [Add/Edit accounting rules](/usage-guides/settings/accounting#add-edit-accounting-rules) for how to create them in the UI. You can also [import/export accounting rules](/usage-guides/settings/accounting#import-export-accounting-rules) as JSON to back them up or share them. ### Limitations