Accessing Payment Rules
To access Payment Rules, go to the Settings tab. Then click Bank Rules.
Within the Bank Rules screen, click Payment Rules.
Creating Payment Rules
To create a new payment rule, click the New Payment Rule button.
This action takes you to the New Payment Rule form, where you can define the conditions and actions for your rule.
For more information, see: Payment Rule — Edit
Alternative Method
Another approach to create new payment rules is from the Uncategorized Payments screen.
The uncategorized payments screen shows a list of payments that haven't been categorized yet (usually after importing a bank statement).
For uncategorized payments, there is a New Payment Rule button which will automatically pre-fill the new payment rule with necessary details from the transaction, making it easier to create payment rules.
For more information, see: Uncategorized Payments