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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 Bookkeepers and managers handling repeat bank activity

Create a rule in Bank Feeds only when the same transaction pattern keeps getting the same match decision.

If a row does not match after the rule review, use Search unmatched bank-feed items and create transactions to check for an existing ledger record first.

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.

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