Create Rule - Finappses

WHAT Name this rule

Rule Name

Direction

WHEN If a transaction matches these conditions

ALL ANY

Fields: Description · Bank Text · Amount — Operators: Contains · Doesn't contain · Is exactly · Starts with · Greater than · Less than · Between

THEN Assign these accounts to the journal entry

To Account (where the money goes)

From Account (where the money comes from)

Override Description (optional)

BEHAVIOR Auto-post matching entries When OFF, matched entries go to "For Review" as drafts

⚠ Recommended: keep OFF until you trust the rule