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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.

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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

Cashflow brings your quotes, invoices, payments, stock and reports together — built for Nigerian businesses.

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