Rule optimizer
Alison’s review of your bank rules and corrections: proposes new rules for repeated patterns and flags rules that fire wrongly.
In Solo Superstars
On the Bank rules page. Each proposal shows the pattern, how many past lines it would have covered, and the account; accept it and it becomes a rule.
Example
"You categorized 9 ZOOM.US lines to Software Expense — add a rule?" Accept → future Zoom charges skip 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
- bank rule suggestions
Related
- 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.
- Learning memory — What Alison has learned from your corrections: which payee goes where, which splits you prefer. You can read and delete it.
- Payee — Who a bank transaction was really with, resolved from the descriptor. One payee can have many descriptors.
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.