Bank rule builder
The rule editor under Settings → Bank rules lets you combine several conditions and assign several actions without writing code. For the overview and priority, see Bank rules.
Access
Go to Settings → Bank rules and click Create Rule.
Conditions
Each condition has a field, an operator and a value. Click Add condition to add more and Remove condition to delete them.
| Field | Operators |
|---|---|
| Vendor | contains, equals, starts with, ends with |
| Description | contains, equals, starts with, ends with |
| Reference | contains, equals, starts with, ends with |
| Amount | equals, greater than, less than, between (with the To field) |
Logic
With All (and) every condition must be met; with Any (or), one is enough. Switch between them in Logic.
IF Description contains "GOOGLE"
AND Amount greater than 10
→ Category = Software
Actions
| Action | What it does |
|---|---|
| Category | Assigns the expense category |
| Tax rate | Sets the tax rate (for example, 21) |
| Deductible | Marks the expense as deductible or not deductible |
| Notes | Adds notes to the expense |
| Tags | Adds tags to the expense |
Auto-apply applies the rule when importing transactions.
Priority order
The first matching rule in list order wins. Use Move up and Move down to order them.