Bank rules

1. 1Go to Banking → Rules and click Create Bank Rule.
2. 2Choose money in, money out or both, and which accounts the rule applies to.
3. 3Add conditions on the description (contains, starts with, …) or amount.
4. 4Choose the category and payee to assign, and an optional memo.
5. 5Turn on auto-add to book matching transactions without review, or leave it off to just pre-fill the suggestion.

Rules run in priority order; the first match wins. Auto-added lines in a closed period are left in For review.