How do bank rules work?¶

A bank rule automatically categorises transactions whose description matches keywords you choose — so recurring transactions categorise themselves. Rules belong to the account you create them on.

Step 1. Go to Bank, open an account, and click the Rules tab.

Step 2. Click New Rule.

Step 3. Enter one or more Keywords to match in the transaction description. Separate multiple keywords with semicolons, for example AMPOL;BP FUEL;SHELL.

Step 4. Choose the Match Mode — Contains, Starts With, Ends With, Exact Match or Regex.

Step 5. Set the Category Type (Expense, Income or Payment), the Category, and the GST Treatment if it applies. Tick a tax box if needed.

Step 6. Click Save. myaccountant applies the rule to matching transactions in the background — refresh after a moment to see them categorised.

When you edit a rule, you're asked whether to apply the change to existing transactions or only going forward. Deleting a rule doesn't change transactions you've already categorised.

Note: rules match on the transaction description only (not the amount), and apply to the account you created them on.

Related guides¶

• How do I categorise bank transactions?
• What do the tabs in a bank account mean?
• How do I import bank transactions from CSV?