The quick read
Key points
- Verify the transaction before creating its rule.
- Check the booked count and entries after saving.
- Review rules when a payment or property changes.
Choose one familiar payment
Start with a transaction you recognize and verify its account, direction, amount and property. A useful rule repeats a decision that has already been reviewed. Similar descriptions can belong to different rentals, so keep the match as specific as the workflow needs.
Review the match and destination
Description matching is case-insensitive. Narrow the rule with the available account, direction or amount controls, then check its booking type, category and property. Use a separate rule when the same vendor serves rentals that need different assignments.
Inspect the bookings after saving
Saving a rule can immediately book matching unbooked rows and affect future imports. Review the number booked, the entries created and their property assignments. A match confirms the conditions you chose; it does not establish that your bookkeeping decision was correct.
Keep the rule current
Review rules when a description, payment amount or property arrangement changes. Deleting a rule stops future use and leaves previous bookings in place. Correct affected entries through the appropriate entry workflow and review any locked period before making changes.
Before you finish
- Verify the transaction before creating its rule.
- Check the booked count and entries after saving.
- Review rules when a payment or property changes.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.