Fintruck provides two efficient methods for creating rules:

• Via the Transactions Tab 
• Via the Rules Tab

Using these rules helps automate classification, maintain accuracy, and speed up your financial workflow

1. Creating Rules Through the Transactions Tab

This method is useful when you already have a transaction open and want to build a rule based on it.

Steps:

1. Go to the Transactions tab.
   
   
    
2. Open any transaction you want to use as a reference.
3. Click Create a Rule.
   
   
    
4. Enter a Rule Name.
5. Select the Bank Accounts the rule should check.
6. Choose the Amount Type: Money In or Money Out.
   
   
7. Set the Logic Condition:
   • Example: If the transaction description contains specific wording, then assign it to a selected Category and Stakeholder.
8. Use the Test Rule option to apply it to a selected date range and preview the results.
9. Click Save.
   
   

Once saved:

• The transactions meeting the criteria will be automatically classified moving forward.

• The new rule will appear in the Rules tab.
   

  

2. Creating Rules Through the Rules Tab

This method is ideal when you want to set up rules from scratch without opening an existing transaction.

Steps:

1. Go to the Rules tab.
2. Click Add New Rule.
   
   
    
3. Enter a Rule Name.
4. Select the Bank Accounts the rule should apply to.
5. Choose the Amount Type: Money In or Money Out.

6. Set the IF Logic for how the rule should classify transactions:

   Example: If the transaction description contains certain keywords.
   
   
    

7. Enter the Description Keywords for the rule.
8. Use Test Rule to check how it will work on past data.
9. Click Save.