Edit a bank rule

Edit a bank rule to change any of the details you entered when you created it. You can use either of two ways to open a rule to edit it.

Edit a rule from the Bank Rules screen

Once you have created a bank rule you may need to change it.

  1. Go to Accounts, then Bank Accounts.

  2. Click Bank Rules.

    Image showing portion of Bank Accounts screen highlight Bank Rules button

  3. Click either the Spend Money Rules or Receive Money Rules tab to find the rule you want to edit.

  4. Click on the name of the rule you want to revise.

    Image of the Spend Money Rules tab in the Bank rules screen

  5. In the Edit Rule screen, enter the conditions to build the rule.

  6. Click Save.

Edit a rule while you're reconciling

You may want to edit a bank rule while you are reconciling your bank account.

  1. On the Reconcile tab of your bank account screen, find a transaction that can be reconciled with the rule you want to revise.

  2. Click the name of the rule.

    Image of a transaction suggested by a bank rule indicating the rule link

  3. In the Edit Rule screen, enter the conditions to build the rule.

  4. Click Save.

Editing a bank rule doesn't affect any of the transactions you have reconciled with the rule previously.