Apply Transaction Rules

Create a rule

1. Start by naming the rule
   

2. Select an attribute
   Choose one of the following attributes to create conditions:

   • Description
   • Vendor Name
     

3. Combine conditions
   Use multiple conditions with AND and OR operators to match your use case.
   

4. Preview matching transactions
   Verify which transactions the rule affects by clicking "Preview Matching Transactions."
   

5. Select an action
   Choose one of the following actions:

   • Map to application
   • Mark as unrecognized
   • Mark as archived
     

6. Save the rule
   You can:

   • Save as active
   • Save as inactive
   • Save as draft
     

Change rule priority

• You can adjust rule priority by dragging and dropping the rules in the first column.
• You can also move a rule to the top by clicking on the three-dot menu.