How to Use the Bank Rules Page:
Click on the Manage tab and select Bank Rules under the Accounting section.
The page will show a list of all the rules automatically allocated by our platform. If no rules were allocated, the page will be empty, and you can add a custom bank rule.
To edit a rule, click the pencil icon next to the rule, or click the rule itself. The Edit Bank Rule panel opens on the right-hand side of the screen.
If you want the updated rule to be applied to matching transactions that are currently in review, click Apply to existing transactions.
You can edit the type, description and its matching condition, amount and its matching condition, bank account, property, and category of the rule. Once you are satisfied with the changes, click Save Rule.
To delete a rule, click the trash icon on the right of the rule you wish to delete.
To add a new bank rule, click the Add Bank Rule button at the top right of the page.
Enter the type, description, amount, property, and category of the rule and click the Save Rule button.