# Create, edit or delete an automation rule

### Create a rule

To create a rule template for adding and classifying transactions automatically, follow these simple steps: go to the “Bank import” section, click the “Automation” icon at the top right, then the “New rule” button.

When you create a rule, every matching transaction will be classified automatically according to the predefined criteria.

For each rule, you can define the following information:

- The **owner**.
- The **property**.
- The **tenancy agreement**.
- The **type**.
- The **payee**.

The trigger criteria:

- The **keyword(s)**.
- The **amount**.
- The **description**.
- The **status**, active or inactive.

### Automated entry

After the import, the system will automatically add to the “Finance” section, and classify, the transactions that match the predefined rules.

A match is considered exact when the amount, the dates and one or more keywords of the imported transaction correspond to an active rule.

When you confirm and add a transaction to “Finance”, an “Already added” indicator appears. If you make a mistake, you can reset transactions that have already been matched, and match them again.

<div class="alert alert-info">
<p><span class="lead">Example</span></p>
<p>If every month you receive an EDF bill of £29 with a bank transaction containing the description “PRELVT SEPA RECU D/O EDF clients ICS.FR47EBE002009 .RUM.MM9760393916780008”, you can create an automatic recognition rule.</p>
<p>You can set the rule up as follows:</p>
<ul>
<li>Property: My property</li>
<li>Amount: £29</li>
<li>Type: Electricity</li>
<li>Keywords: EDF, FR47EBE002009, MM9760393916780008</li>
<li>Payee: EDF</li>
</ul>
<p>Then, when this transaction is imported:</p>
<ul>
<li>the system detects the keyword “EDF” in the description,</li>
<li>automatically classifies the transaction as an electricity expense for the property concerned,</li>
<li>and adds it to the Finance section for that property, with the predefined type and payee.</li>
</ul>
<p>For this automation to work correctly, the amount and the keywords of the transaction must match the criteria defined in the rule.</p>
</div>

<div class="alert">
<p><span class="lead">Why can I not create automation rules for rent income?</span></p>
<p>Rentila already applies dedicated, specific automation logic to rent management.</p>
<p>When you import your bank transactions, the Rentila system automatically compares the amounts and descriptions with the unpaid rents. If it finds an exact match (equal amount and a description including, for example, the tenant’s name), it automatically links the transaction to the rent concerned, marks the rent as paid, and notifies you by email.</p>
<p>Consequently, to avoid duplicates, allocation errors and confusion between this built-in automation and any manual rules, creating custom automation rules is not allowed for income of the “Rent” type.</p>
<p>This guarantees consistent handling of your receipts and more reliable tracking of your rental payments.</p>
</div>

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https://www.rentila.co.uk/support/create-edit-delete-automation-rule