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When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or less/greater than x AND the text containing specified text AND the date being equal to or less/greater than x. I would like to be able to specify multiple criteria based on all the fields you have available (Date, Amount & Description) rather than just the Description. I would also like to be able to use AND / OR parameters.

  • Michelle Bennett
  • Jul 6 2021
  • New
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