Bank rules categorise incoming lines automatically.
- Rules run in order — lower Order numbers run first; the first matching rule wins.
- A match shows as a Rule match suggestion in Pending review and pre-fills the inline category, so you confirm with Post.
#Creating a rule
Banking → Bank Rules → New rule (or Create rule from a bank line, which pre-fills the conditions):
- Rule name * (AWS hosting → Cloud expense) and Order.
- Apply when — restrict to a Bank account (or Any account) and a Transaction type (Any, Deposit, Withdrawal), then add Conditions: a Field (Description, Payee, Amount), a Comparator (contains, does not contain, is exactly; for amounts equals, greater than, less than and their or-equal forms) and a Value. Choose whether the rule needs Match ALL conditions or Match ANY condition.
- Then assign — Category type * (Expense, Income, Transfer), To account * (filtered to that type), and optional Payee and Memo to stamp on matched lines.
- Click Create rule.
The rules list shows Order, Name, Apply if, Assigns and Payee; click a rule to edit it.