In this section, you can create and manage templates and rules that add and classify transactions automatically, whether they are income or expenses.
These rules speed up the handling of your bank transactions by classifying each one against criteria you set in advance, which cuts down on manual errors and admin time.
You can carry out the following operations:
To add and classify imported bank transactions automatically, create rules from the “Bank import” section via the “Automation” icon and the “New rule” button. For each rule you define the owner, property, tenancy agreement, type and payee, plus the trigger criteria: keywords, amount, description and status. Matching transactions are then classified for you.
This section lets you synchronise and import a bank account. Connect your bank from “Finance”, “Bank import”, manage the connected accounts, and match the imported transactions with your entries in the “Finance” section — manually or automatically. You can also reconnect a disconnected account, delete a synchronised account, or import a QIF or OFX statement manually.
