Rule Priority & Conflicts: When Several Rules Match
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Lessons in this course
- The Bank Export: Dates, Descriptions, Signed Amounts & Reference Codes Pro
- Keyword Rules: FIND a Keyword, Return a Category Pro
- Rule Priority & Conflicts: When Several Rules Match Pro
- The Vendor Map: Known Vendors First, Keyword Rules as Fallback Pro
- Amount & Direction Rules: Transfers, Refunds, Income and Small Fees Pro
- Split Transactions: One Bank Line, Several Categories Pro
- Recurring Payments, Coverage & the Exceptions Queue Pro
- The Month Summary: Totals by Category, Uncategorised Remainder & a Chart Pro