How to add Transaction Rules

Transaction Rules are meant to help you automatically reconcile transactions. As an example, you can set a rule for your credit card account such that any transaction that has the description IKEA in it would automatically be matched with the expense account "Furniture and Equipment". Once you add a rule, the rule will be applied to all future transactions. You can also apply the rules to past transactions. 

To add a Transaction Rule

1. On the sidebar, under Accounting, click on Transactions
2. Click on the Transaction Rules tab
3. Click on Add Rule
4. In the modal that appears
   1. Add a Rule Name. You can give the rule any name that helps you quickly identify it.
   2. Select the bank account that is subject to this rule. The account that you select will be monitored, and the rule will be applied to its transactions. 
   3. Turn the Is Deposit toggle on if the transaction that you wish to create a rule for is a deposit.
   4. If the transactions that you wish to catch with the rule always have the same amount, enter the amount
   5. If the transactions that you wish to catch with the rule always have the same description, enter the description
   6. Under Category, select the account that the transactions caught by the rule should be connected to
   7. If the transactions caught by the rule are to be connected to an expense account, select the Supplier
   8. Indicate whether the rule is inclusive of tax
   9. Click on Create Rule