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yabirgb merged 1 commit into from
May 26, 2026
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docs: document import/export of accounting rules as JSON #126

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14 changes: 14 additions & 0 deletions usage-guides/settings/accounting.md
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Expand Up @@ -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)
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2 changes: 1 addition & 1 deletion usage-guides/tax-accounting/accounting-rules.md
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Expand Up @@ -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

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