Rule with grouping

Last updated

Create a rule which groups by transaction date on the statement side.  Then matches on transaction date and amount

  1. Goto ABR -> Match Rules
  2. Enter a 'Rule Name' of 'Group by Date and match on Transaction Date and Amount Exact'
  3. Under grouping Click the '+' next to the Statement Transaction
  4. Select 'Transaction Date' and click 'Save'
  5. Under match clauses click 'Add Clause'
  6. Pick Statement Transaction Date and Bank Ledger Transaction Date and click 'Save'
  7. Add another Clause with the 'Add Clause' button
  8. Pick Statement Transaction Amount and Bank Ledger Transaction Amount and click 'Save'
  9. Under Actions
  10. On No Match  = 'Do Nothing'
  11. On Single Match = 'Match'
  12. On Multiple Matches = 'Take First'
Next Chapter: Rule to auto create a Transaction
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