Create a Rule

To create a rule template for the automatic addition and classification of transactions, follow these simple steps: go to the “Bank Import” section, click on the “Automation” icon in the top right corner, and then click on the “New Template” button.

When you create a rule, each corresponding transaction will automatically be classified according to predefined criteria.

For each rule, you can define the following information:

• The landlord.
• The tenancy.
• The rental contract.
• The type.
• The beneficiary.

Triggering rules:

• The keyword(s).
• The amount.
• The status, active or inactive.

Automating the Entry

After the import, the system will automatically add and classify the transactions that match the predefined rules under the “Finances” section.

An exact match occurs when the amount, dates, and one or more keywords of the imported transaction match an active rule.

When you confirm and add a transaction to Finances, a Already added indicator will appear. In case of an error, you have the option to reset transactions that have already been flagged, allowing you to redo them.