Matching rules allow you to set up conditions that automatically link incoming bank transactions to a specific tenancy during reconciliation. These transactions will then show as Linked Payments, highlighted in green. For example, if your tenants always pay using a specific reference, you can create a rule so that Street recognises that reference and links it to the correct tenancy automatically - saving time and reducing the chance of errors.

To access the Matching Rules page, head to the Accounting section on the left side panel and click Bank Accounts. From here, click the three dot menu on the relevant bank account and select View Matching Rules.

This article focuses on how matching rules work and how to create them individually. However there is also an option to bulk create matching rules across all your tenancies at once, which is particularly useful when you are first getting set up. For more information on this, see our Bulk Create Matching Rules help article.

You can create a matching rule directly from the Matching Rules page by clicking Create Rule, or at the point of linking a payment during reconciliation.

First, decide whether the rule should require all conditions to match or any conditions to match.

Next, build your conditions. Each condition has three parts.

For example, if your tenants pay rent using the reference 10examplestreet, you would set Column to Reference, Condition to Equals, and Value to 10examplestreet.

You can add as many conditions as you need by clicking Add Condition. This is useful if you want to narrow the rule further — for example, also checking that the payee name matches.

Finally, search for the tenancy you want this rule to link to, by address or tenant name. Street will show the tenancy's current balance and any relevant status indicators such as Tenancy Ended, Ending Soon, or New Tenancy, so you can make sure you're selecting the right one.

Once you're happy, click Save Rule.

From now on, any bank transaction that meets the conditions of a matching rule will appear as a Linked Payment on the Reconcile page. This shows the matched tenancy's address, tenant names, current balance, and a summary of the conditions that triggered the rule.

From the Linked Payment you can view tenancy details, view the ledger, edit the matching rule, or unlink the transaction if needed. When unlinking, you'll also have the option to delete the matching rule at the same time.

For more information, see our Linked Payments help article.

If two or more matching rules match the same bank transaction, Street will display a conflict warning showing each rule and the tenancy it links to. Street recommends resolving the conflict by editing the affected rules before proceeding. The transaction will not be automatically linked until the conflict is resolved.

For more information, see our Attention Transactions help article.

The rules list is searchable by tenancy address or condition values, which is useful if you have a large number of rules and need to find a specific one quickly.

To edit a rule, click the pencil icon on the relevant row. To delete a rule, click the bin icon and confirm. Deleted rules cannot be recovered, and there is no option to temporarily disable a rule — if you no longer want a rule to apply, it will need to be deleted.