Edit bank rules

Summary

Edit an existing bank rule in Sage Accounting to keep transaction details accurate.

Resolution

  1. From the Banking dropdown menu, select Bank accounts.
  2. Select Manage bank rules.
  3. Open the bank rule you want to edit.
  4. Make your changes, then select Save.

Your changes apply to any new transactions processed after you save the rule.

Solution Properties

Solution ID
222001000100747
Last Modified Date
Wed Jan 07 15:22:13 UTC 2026
Views
0