Bank Rules

27Oct

How Bank Rule Conditions Work

Clickentry applies bank rules to statement lines depend on the conditions you've set. The rule you want to create can be simple with only one or two conditions or it can be a complex one with multiple conditions that evaluate several pieces of information.  About Bank Rule Conditions  For every bank rule, there...

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27Oct

Edit or Delete a Bank Rule

You can edit a bank rule you've previously set up in Clickentry, or delete the rule completely. If you are editing or deleting a bank rule then it doesn't affect any of the transactions you have reconciled with the rule in the past.  Edit a Rule While Reconciling  Go to the Reconcile tab of your...

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24Oct

Set the Order of Bank Rules

If you have created two or more bank rules then you have to set their order to make sure they run in the right sequence. Clickentry suggests you use more restrictive bank rules before less restrictive rules.  Order Bank Rules  In the Accounts menu, select Bank accounts.  Click on the Bank Rule button.  Select the Spend Money Rules or Receive Money Rule tab.  Find the...

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15Oct

Create a Bank Rule

In Clickentry, you can create and use bank rules to help reconcile frequently recurring bank statement lines that you haven't created transactions in Clickentry for.  When you create bank rules then Clickentry suggest a new transaction for you based on these rules. In such a case you don’t have to create a transaction manually.  How it...

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