Create a Rule To create a rule template for the automatic addition and categorisation of transactions, follow these simple steps: go to the “Bank Import” section, click on the “Automation” icon in the top right-hand corner, then click the “New Template” button. Once a rule is created, any transaction that matches will be automatically categorised based on the predefined criteria. For each rule, you can define the following information: The owner. The property. The tenancy agreement. The type. The payee. Trigger criteria: One or more keywords. The amount. The status – active or inactive. Automated Entry After import, the system Read more →

In this section, you can create and manage templates and rules for the automatic addition and classification of transactions, whether they are income or expenses. These rules help simplify and speed up the processing of your banking operations by ensuring that each transaction is automatically classified according to predefined criteria, thus reducing manual errors and management time. You have the ability to perform the following actions: Create a rule. Edit a rule. Delete a rule.