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How to Edit Auto Rules in Sumung

You can update a rule's name, accounts, conditions, or actions at any time without recreating it from scratch. Go to Bank Accounts and click "Auto Rules." Find…

Steps

  1. Go to Bank Accounts and click "Auto Rules."
  2. Find the rule with the search bar or status filter, then open its actions.
  3. Choose Edit, then adjust the Rule Name, "Applies to" accounts, Conditions, or Actions.
  4. Save the rule.

Related Articles

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

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