Transaction Rules
In the Transaction Rules screen, you can add and manage categories for your transactions. When you add transaction rules, OnBalance automatically categorizes similar transactions based on the rule you set.
To open the Transaction Rules screen, click Manage > Transaction Rules in the Banking screen.
In the Transaction Rules screen, you can do the following.
- View a list of the Transactions rules you have added.
- Add a transaction rule.
- Edit a transaction rule.
- Delete a transaction rule.
The availability of some or all of these features depends on your OnBalance bundle.
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