Bank rules overview

How to save time, reduce errors and get more accurate reports with bank rules in Sage Accounting.

Rules will automatically categorise and set details on incoming bank transactions with the conditions you choose.

For recurring transactions like direct debits, use bank rules to set details automatically. This saves you from manually assigning these details yourself. 

Once set up, all you need to do is review the details and confirm that it's correct to create the transaction. If it's incorrect, you can amend it and update your rules to catch it next time.

When you create, edit, or delete a rule, the change will automatically apply to your next batch of incoming transactions. You can also apply your changes to existing transactions.

Read how to Create bank rules.