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How to Create Auto Rules in Sumung

An Auto Rule automatically applies a category or contact to future transactions that match conditions you define. Go to Bank Accounts and click "Auto Rules,"…

Steps

  1. Go to Bank Accounts and click "Auto Rules," then "Create Rule."
  2. Enter a Rule Name and confirm it's Active.
  3. Set "Applies to" - All bank accounts, or Selected bank accounts only.
  4. Add one or more Conditions (Field, Operator, Value), and toggle Case sensitive if needed.
  5. Add one or more Actions (e.g. Set Category, Set Contact).
  6. Click "Create Rule" to save it.

Related Articles

  • How to Define Rule Conditions in Sumung
  • How Rule Actions Work in Sumung
  • How to Edit Auto Rules in Sumung

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