A bank rule helps identify recurring statement descriptions. Review its scope before enabling it.
1. Open Bank Rules
Go to Accounting → Bank Reconciliation → Bank Rules. Choose New Rule.
2. Name and scope the rule
Enter a recognizable name. Set Applies To and the When conditions for the intended money direction and statement descriptions.
3. Choose the action
Review the account or category used by the rule. Set its Priority and Enabled choice. Avoid a broad word that also matches unrelated payments.
4. Save and review matches
Save the rule, then inspect the rows it matches before accepting their classification. Handle exceptions individually.