2. Alternatively, you may want to create a bank rule while you are reconciling your bank account.
3. Please do so by clicking “Options” and selecting “Create bank rule” on the statement line you want to create a bank rule for.
When you create a bank rule while you are reconciling, the type of rule, Spend Money Rule or Receive Money Rule, will be based on the statement line you are reconciling. Xero may also suggest some of the conditions and the rule title using the details of the bank statement line, and will set the bank account to the one you are reconciling
In both instances, you will then need to enter the conditions to build the rule.
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