Showing results for 
Search instead for 
Did you mean: 
For support running your business during COVID-19 visit
Level 1

Adding transaction to rules

I have a rule for Food at Work, under it i have some of the food stalls we go to, but i need to add more, have forgotten how to do it

1 Comment

Adding transaction to rules

Hello SNE,


Do you want to edit an existing bank rule? If so, let me show you how to do it. Here's how:

  1. Click on Banking in the left navigation tab.
  2. Choose Rules
  3. Click on Edit.
  4. Enter the information. 
  5. Click on Save.

You may also want to see this article for more information: How to Set and Use Banking Rules For Downloaded Transactions.


Let us know if you have any questions.