Mark_R
Moderator

Banking

Hello there, @Anonymous.

 

You'll be happy to know that you can automatically match and add transactions by adding bank rules. Let me guide you how.

 

  1. From the left panel, click Banking, then select Rules.
  2. Click New rule.
  3. At the lower left of the page, check the box beside Automatically add to my books.
  4. Click Save.

After you create an Auto-add rule, any transactions on the For Review tab that meet the conditions are automatically added.

 

Here’s an article you can read on for your reference: How to set and use banking rules for downloaded transactions.

 

Fill me in if you have further questions. I’ll be around if you need any help.