<span data-swiftype-index="true">

You use rules in MYOB Essentials to automatically match or allocate transactions that come in via bank feeds or imported bank statements.

Once you've created a rule, you can edit or delete it.

Transactions that are automatically matched or allocated based on your rules will appear in the Bank transactions page with a magic wand icon next to them.

If a match or allocation is wrong, you can unmatch or unallocate the transaction.

Auto-matching

By default, MYOB Essentials will auto-match a transaction if there's one exact match available. You might want to turn this off if you've got a lot of transactions for the same amount, or if you find transactions are often incorrectly auto-matched.

If you don't want transactions to be auto-matched, you can deselect the Auto-match bank transactions to MYOB Essentials transactions option from the Allocation rules page.

If auto-matching is turned off, transactions with one match will show on the Bank transactions page as having 1 match available and you'll need to manually confirm the match yourself. See Matching bank transactions.

Editing and deleting allocation rules

To edit and delete allocation rules, access the Allocation rules page by clicking the Banking menu, then click Manage rules.

</span>