Hi bex626,
Thanks for joining us here on the Community :waving_hand:
It's perfectly fine to exclude these transactions from the PayPal account, to avoid duplications, and to then add these instead from the bank account so that you can reconcile this.
An alternate way to record this would be to add the transaction to the correct account directly from the PayPal feed, and to then create a transfer of the amount from PayPal to the bank or vice versa. You can create the transfer by selecting + New > Transfer.
This option is longer, but reflects the real-life scenario, depending on how you prefer your bookkeeping records.
At the moment it's not possible to create a rule to auto-exclude the transactions, however you can disconnect the account or batch-exclude those from the For-Review tab if you wish to leave this connected.
You can setup rules to auto-add transactions from regular suppliers from the Banking screen. To do this, go to Banking > Rules > Add and select the option for 'apply this to transactions that are' and select 'Money out' on the drop-down. For the conditions, select 'Bank text' and enter text which appears on the downloaded bank transactions from this supplier, such as their company name. Please note in order for this rule to work this must be exactly as the text appears on the bank feed.
You can then scroll down and enable the switch to auto-add transactions which fit this rule.
Please get back to us below if you have any Q's!
