Bank rules
Categorise bank lines automatically.
Build rules on the narration, reference or amount of a bank line — "contains FILLING STN, more than ₦1,000 → Expense". They run on every statement import, in priority order, and never overwrite a category you set yourself.
What you get
- Match all or any of several conditions
- Set the transaction type and rename the line
- Runs on statement import, or on demand
Works well with
Accounting, invoicing and inventory in one place
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