{"id":4793,"date":"2024-09-09T19:18:48","date_gmt":"2024-09-09T17:18:48","guid":{"rendered":"https:\/\/www.rentila.co.uk\/support\/?p=4793"},"modified":"2024-09-09T19:18:49","modified_gmt":"2024-09-09T17:18:49","slug":"automation-and-classification-of-transactions","status":"publish","type":"post","link":"https:\/\/www.rentila.co.uk\/support\/archives\/4793","title":{"rendered":"Automation and classification of transactions"},"content":{"rendered":"<p>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.<\/p>\n<p>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.<\/p>\n<p>You have the ability to perform the following actions:<\/p>\n<ul>\n<li><strong>Create<\/strong> a rule.<\/li>\n<li><strong>Edit<\/strong> a rule.<\/li>\n<li><strong>Delete<\/strong> a rule.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[293],"tags":[315,313],"class_list":["post-4793","post","type-post","status-publish","format-standard","hentry","category-bank-import","tag-bank-import","tag-finances"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automation and classification of transactions Support center - Rentila<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rentila.co.uk\/support\/archives\/4793\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automation and classification of transactions Support center - Rentila\" \/>\n<meta property=\"og:description\" content=\"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\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rentila.co.uk\/support\/archives\/4793\" \/>\n<meta property=\"og:site_name\" content=\"Support center - Rentila\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-09T17:18:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-09T17:18:49+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/#\\\/schema\\\/person\\\/59484648d8fef310098cc569a6fd1a2b\"},\"headline\":\"Automation and classification of transactions\",\"datePublished\":\"2024-09-09T17:18:48+00:00\",\"dateModified\":\"2024-09-09T17:18:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793\"},\"wordCount\":80,\"keywords\":[\"Bank import\",\"Finances\"],\"articleSection\":[\"Bank import\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793\",\"url\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793\",\"name\":\"Automation and classification of transactions Support center - Rentila\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/#website\"},\"datePublished\":\"2024-09-09T17:18:48+00:00\",\"dateModified\":\"2024-09-09T17:18:49+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/#\\\/schema\\\/person\\\/59484648d8fef310098cc569a6fd1a2b\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/4793#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Automation and classification of transactions\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/#website\",\"url\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/\",\"name\":\"Support center - Rentila\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/#\\\/schema\\\/person\\\/59484648d8fef310098cc569a6fd1a2b\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/20e4a7d3e81bf2b540f56b8c153cb632e62dc95802d33694aa38846415dc20d1?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/20e4a7d3e81bf2b540f56b8c153cb632e62dc95802d33694aa38846415dc20d1?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/20e4a7d3e81bf2b540f56b8c153cb632e62dc95802d33694aa38846415dc20d1?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"url\":\"https:\\\/\\\/www.rentila.co.uk\\\/support\\\/archives\\\/author\\\/admin\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Automation and classification of transactions Support center - Rentila","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rentila.co.uk\/support\/archives\/4793","og_locale":"en_GB","og_type":"article","og_title":"Automation and classification of transactions Support center - Rentila","og_description":"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. 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