Farin Farin
Accounting controls

Create bank feed rules for auto-match

Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.

4 min read Updated Mar 18, 2026 Bookkeepers and managers handling repeat bank activity

Use Bank Feeds when the same transaction shape keeps needing the same match decision.

Rules save time only when they are narrow enough to stay correct.

Quick facts

Start here

  • Bad rules create repeat bad matches, so start tight.
  • Recurring vendors and stable descriptions are the easiest place to begin.
  • Rule quality should be checked again after the first few uses.

Step 1: Start from the feed list and pick one repeat pattern

Open Bank Feeds and find the account where the same transaction shape keeps reappearing.

Choose one predictable pattern instead of trying to automate everything at once.

The bank feeds dashboard helps you choose the account where a narrow auto-match rule will save the most review time.

Step 2: Review the first rule results closely

  • Watch the first few matches so you know the rule is firing on the right transactions.
  • Tighten the pattern immediately if the rule starts catching the wrong rows.
Review the account-level feed detail after the rule starts firing so you can catch a bad pattern early.

Related guides

Keep going

Accounting 4 min read

Import bank activity and review bank feeds

Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.

bank-feedsaccountingimportssync
Accounting controls 4 min read

Search unmatched bank feed items and create transactions

Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.

bank-feedsmatchingtransactionsaccounting
Routes and transfers 6 min read

Create, fulfill, receive, and finalize internal transfers

Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.

transfersinventoryfulfillmentaccounting
Accounting 6 min read

Reconcile statements and resolve exceptions

Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.

reconciliationstatementsaccountingexceptions