Bank rule
"If the payee or descriptor looks like this, book it here." Rules run on every import; Alison proposes new ones from your corrections.
In Solo Superstars
Manage them under Accounting › Bank rules. A rule matches on descriptor or payee, optionally amount and direction, and sets the account. New workspaces start with a handful; the optimizer suggests more when a pattern repeats.
Example
Rule: descriptor contains "VERIZON" → 6310 Telephone. Every future Verizon line posts without review.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- categorization rule
- QuickBooks: bank rule
Related
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.
- Payee — Who a bank transaction was really with, resolved from the descriptor. One payee can have many descriptors.
- Descriptor — The raw text your bank prints on a transaction, like SQ *BLUE BOTTLE 0421. Alison turns it into a payee.
- Rule optimizer — Alison’s review of your bank rules and corrections: proposes new rules for repeated patterns and flags rules that fire wrongly.