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Categorization rules

Reconciliation rules help match imported bank transactions to a ledger account and, optionally, a vendor.

Create a rule

  1. Open a bank connection in Accounting > Bank Feeds.
  2. Select Reconciliation Rules.
  3. Select Add Rule.
  4. Choose Description or Amount as the match field.
  5. Enter the substring or amount pattern.
  6. Set amount and date tolerances when needed.
  7. Choose a target ledger account and optional vendor.
  8. Set priority; lower values run first.
  9. Select Create Rule.

The current page supports creating and deleting rules. It does not provide an edit action. Create a replacement rule before deleting an obsolete one when continuity matters.

Rules are part of the Bank Feeds GraphQL workflow. The current MCP catalog does not expose the older categorization-rule tool names.