Before you start

If you haven't already, set up your bank feed.

Set up a Bank Feeds rule

1. Download and match your bank feed transactions.
2. Go to the Confirmed tab, and select the transaction you want to create a rule for.
3. Select the Create rule link.
    
4. Enter a new name for the rule.
   
   
5. Tick one or more conditions to identify future transactions to automate:

• The Reference shows against the transactions from your bank
• If the Amount can vary, don't include the amount as a condition

7. In the Transaction details section, specify the information you want the rule to post on the transaction.
8. In the Auto posting section, choose whether to review transactions before posting or to post them automatically.

You've now set up a Bank feeds rule.

• Using bank feeds
• Create bank feeds rules in Sage 50 Accounts v29.2
• Set up a Bank Feeds rule in Sage 50 Accounts v29 or below
• Approve Bank Feeds rules
• Manage Bank Feeds rules