Create a coding rule
In the Needs action screen, Open a bank transaction to view the transaction details
- Code the transaction.
- Click the pencil icon
The New coding rule screen will appear
New Coding Rule
Focus will take the details of the transaction to pre-populate the coding rule.
The bank transaction details as they appear on your bank statement.
Code, description and Tag details.
Choose to code the full amount, a set amount or a percentage of the amount.
- Each time:
Future bank transactions will stay in needs action for you to approve the coding.
- Apply Automatically:
Future bank transactions will be coded and moved to completed for you.
4. Click Save to complete.
NOTE: Clicking the pencil icon again will create an additional rule. Click here to find out how to edit or delete coding rules.