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How to Define Rule Conditions in Sumung

Conditions are what an Auto Rule checks on each incoming transaction before deciding whether to apply its Actions. In the Create/Edit Rule form, go to…

Steps

  1. In the Create/Edit Rule form, go to Conditions and click "Add Condition."
  2. Choose a Field (e.g. Description), an Operator (e.g. Contains), and a Value (e.g. the payee's name).
  3. Turn on "Case sensitive" if the match should respect exact letter casing.
  4. Add additional conditions if the rule needs to match more than one field.

Related Articles

  • How to Create Auto Rules in Sumung
  • How Rule Priority Works in Sumung
  • How to Edit Auto Rules in Sumung

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