Go to the Banking menu and choose Bank transactions. The Bank transactions page appears, showing your bank transactions from your bank feed or imported bank statements.

1. Find the bank transaction you'd like to base your allocation rule on and click the down arrow in the right column to expand the transaction.
2. Click the Create rule button.
3. Edit the description in the Name field so that it will match all transactions you want this rule to apply to. This field is not case-sensitive. For example, if the field says "POS 0392342-BUNNINGS NUNAWADING VI", you might change it to simply say "BUNNINGS".
4. Choose your conditions from the drop down lists
   1. Description, select Contains, Begins with, or Ends with from the drop down menu, and type the description text.
   2. For an Amount, Equals is automatically selected. Type the numerical amount.
5. To create more than one condition, click Add conditionand repeat step 4. Repeat steps 4 and 5 until you're satisfied with the rule's conditions
6. In the Allocate to section, start by choosing whether you want to allocate by percentage (%) or dollar amount ($)
   1. For allocating by percentage (%), type the percentage amount in the Percentage box, select the account in the Account drop down, and select the tax code from the final drop down. Add more than one percentage allocation by repeating the above steps in the boxes stacked below the row you're on. Filling out those boxes will make additional allocation boxes appear. Note that the total percentage amount must equal 100%.
   2. To allocate by dollar amount ($), type the amount in the Amount box, select the account from the Account drop down, and select the tax code from the final drop down. Filling out the allocation boxes will make additional allocation boxes appear below. Repeat the above steps to create additional allocation destinations.
7. If you'd like to assign the allocation to a supplier, check the Assign to supplier box and select a supplier from the drop down list.
8. When you've filled out the allocation rule to your liking, click Save. Your new allocation rule will apply to all past and future transactions, and the rule will be saved under your Manage rules. 

You don't need to base your allocation rules on the transactions that have already appeared in your bank feed or bank statement. If you already know the transactions you'll be allocating, just go to the Manage allocation rules page and set up your rules there.

1. Click Manage rules from the Banking drop down menu. The Allocation rules page appears.
   
2. Click Create rule. The Create rule page appears.
   
3. Edit the description in the Name field so that it will match all transactions you want this rule to apply to. This field is not case-sensitive. For example, if the field says "POS 0392342-BUNNINGS NUNAWADING VI", you might change it to simply say "BUNNINGS".
4. Choose your conditions from the drop down lists
   1. Description, select Contains, Begins with, or Ends with from the drop down menu, and type the description text.
   2. For an Amount, Equals is automatically selected. Type the numerical amount.
5. To create more than one condition, click Add condition and repeat step 4. Repeat steps 4 and 5 until you're satisfied with the rule's conditions
6. In the Allocate to section, start by choosing whether you want to allocate by percentage (%) or dollar amount ($)
   1. For allocating by percentage (%), type the percentage amount in the Percentage box, select the account in the Account drop down, and select the tax code from the final drop down. Add more than one percentage allocation by repeating the above steps in the boxes stacked below the row you're on. Filling out those boxes will make additional allocation boxes appear. Note that the total percentage amount must equal 100%.
   2. To allocate by dollar amount ($), type the amount in the Amount box, select the account from the Account drop down, and select the tax code from the final drop down. Filling out the allocation boxes will make additional allocation boxes appear below. Repeat the above steps to create additional allocation destinations.
7. If you'd like to assign the allocation to a supplier, check the Assign to supplier box and select a supplier from the drop down list.
8. When you've filled out the allocation rule to your liking, click Save. Your new allocation rule will apply to all past and future transactions, and the rule will be saved under your Manage rules.