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: Triggering rules: 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 Read more →

In this section, you can create and manage templates and rules for the automatic addition and classification of transactions, whether they are income or expenses. These rules help simplify and speed up the processing of your banking operations by ensuring that each transaction is automatically classified according to predefined criteria, thus reducing manual errors and management time. You have the ability to perform the following actions: Create a rule. Edit a rule. Delete a rule.