Delete a bank rule

Delete a bank rule you no longer need.

  1. Go to Accounts then Bank Accounts.
  2. Click Bank Rules.

    Image showing portion of Bank Accounts screen highlight Bank Rules button

  3. Click the Spend Money Rules, Receive Money Rules, or Transfer Rules tab to find the rule you want to delete.
  4. Select the check box next to the rule you want to delete.
  5. Click Delete.
  6. Click OK to confirm.
Deleting a bank rule doesn't affect any of the transactions you have reconciled with the rule previously.