Bank rules

Banking › Bank rules.

If the same kind of row keeps appearing (a monthly subscription, a bank charge), a rule can post it for you.

Enter:

• Rule name
• Description contains: the text to look for in the bank row’s description
• Applies to: Outgoing payments, Incoming receipts or Both
• Post against account: where matching rows are recorded
• Vendor / director: outgoing rules must name the supplier (or a director, for director loan payments)

• A rule applies only when you choose to run rules, not behind your back.
• Each posting goes through the same checks as a manual match.
• The first matching rule wins, so put your most specific rules first.

Use Edit to change a rule and Deactivate to stop using one without losing it.