How To Manage Transaction Rules?

Start by navigating to the banking section.
Click on the "Show More" option.
Choose "Manage Transactions Rule" from the menu.
Here, you can access the transaction rules you've previously created.
To create a new rule, click on the "+" button.
Start by entering a name for the rule.
Next, specify whether the rule applies to credit or debit transactions.
Choose the bank account to which you want to apply the rule.
Select whether you want the rule to target payee, description, or amount.
Let's assume we want to create a rule to match an amount of $5000, Begin by selecting "amount" to create the rule.
Here, you have various conditions to choose from, such as "is," "contains," "starts with," or "is
empty.", In this case, we'll use the "is" condition.

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Then, enter the value you wish to match,
Click on the “+” button to add the rule, the final rule appears as "amount is $5000."
You can also specify when the rule should be applied: either when all criteria match or when any one of the criteria matches.
Click on the "save" button to store the rule.
Once the rule is created, any imported transactions will be automatically categorized based on the rule's criteria.

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