Bank rules automatically categorise and set details for incoming transactions based on your conditions, saving you from manual entry for recurring transactions like direct debits.

Once set up, review and confirm the details, or amend them and update the rule if needed. Changes to rules apply to future transactions and you can apply them to existing transactions too.

 NOTE: You can create up to 300 bank rules per bank account. 

1. From the navigation menu, go to Banking, then select Manage bank rules.
2. From the Bank Account dropdown, select the relevant bank account.
3. Select Create rule.
4. Enter a unique Rule Name that describes what transactions it applies to.
   For example, Gas & Electricity.
5. Choose whether the rule applies to Payments (money out) or Receipts (money in).
6. Select Activate this rule when saving to make the rule active.
   If you decided not to use this rule later, deselect this option to deactivate it.
7. Set the conditions that the bank transaction must meet to match the rule.
8. Set the transaction details to apply when the transaction matches the rule. 
9. Select the Priority of the rule and Save.

▼Conditions explained

Manage bank rules