xBoox

Create and manage Bank Rules

Create Workspace-specific suggestions for recurring imported bank descriptions.

Create a rule

  1. Open Settings > Rules.
  2. Select Create rule.
  3. Enter a clear rule name.
  4. Choose whether all conditions or any condition must match.
  5. Add conditions based on supported bank-row fields and values.
  6. Restrict the rule to an account or money direction when appropriate.
  7. Choose the suggested transaction type, Category, Tax, Tags, or Note settings.
  8. Preview the rule against eligible Pending rows.
  9. Save the rule.

Priority

When more than one active rule matches, the highest-priority matching rule wins. Reorder rules when a specific rule must run before a general one.

Important rules

  • Rules are user-created Workspace records; merchant behavior is not hardcoded.
  • Rules apply to eligible Pending bank rows, not already posted rows.
  • A rule provides a suggestion. Auto-post remains off by default.
  • Review every suggested result before posting, especially Category, Tax, and transaction type.
  • Only the Workspace Owner can create or change Bank Rules.