Coming in v8.9 – No more hidden rules

When bank statements are imported, you can create rules which makes transaction import easier.  For example if the transaction contains the name 'Smith' then you can specify that the transaction is a rent income transaction from the tenant 'Mr Smith' from PropertyX.  This is a real time saver when similar transactions occur regularly, such as automatic rent payments into your bank account.

As well as being able to create your own rules, the system has automatically been creating rules behind the scenes based on successfully entered rent transactions.  These rules have remained hidden until now.  In version 8.9 you can see those rules as well as the ones you have created for yourself.  The system will continue to create these automatic rules, but you can now modify or delete them if required.

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