Payment Rules

The Payment Rules screen allows you to manage rules used to automatically categorize your Uncategorized Payments under the Payments tab.

Accessing Payment Rules

To access Payment Rules:

1. Go to the Settings tab.
2. Select Bank Rules.

Within the Bank Rules screen, click on Payment Rules.

Creating a New Payment Rule

To create a new payment rule from this screen:

1. Click New Payment Rule.

This will take you to the New Payment Rule form, where you can define conditions and set actions for your new rule. For more details, see Payment Rule — Edit.

Alternative Method Using Uncategorized Payments

Another approach to creating new payment rules is through the Uncategorized Payments screen. Uncategorized payments are typically transactions that have not yet been assigned categories—often arising when importing bank statements.

• Navigate to the Uncategorized Payments list.
• Select a payment, then click the New Payment Rule button available from this screen.
• This approach automatically pre-fills relevant transaction details, simplifying the rule creation process.

For further information, see Uncategorized Payments.