Receipt Rules

Overview

The ReceiptRules screen allows you to manage your BankRules, which are used to automatically categorize your UncategorizedReceipts under the Receipts tab.

Managing Bank Rules

• Access the ReceiptRules Screen: Navigate to the ReceiptRules screen to view and manage your existing BankRules.
• Create or Edit Rules: Set up new BankRules or modify existing ones to ensure your receipts are categorized correctly.

Automatic Categorization of Receipts

• Uncategorized Receipts: Any receipts that have not been categorized will appear under the UncategorizedReceipts section in the Receipts tab.
• Applying Bank Rules: The BankRules you've set up will automatically categorize these receipts, streamlining your financial management process.

Benefits

• Efficiency: Automating the categorization saves time and reduces manual entry.
• Accuracy: Ensures receipts are consistently categorized according to your defined rules.
• Organization: Keeps your Receipts tab organized, making it easier to track and manage your financial transactions.

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By effectively using the ReceiptRules screen to manage your BankRules, you can enhance the efficiency of your receipt management within the Receipts tab.