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Banking

Bank rules

Rules handle recurring matches for you – like rent or bank fees. Set one up once and you skip the same step on every new payment.

Updated 2 Nov 2026

Many payments repeat every month: the office rent, the account fee, the software subscription. Under “Banking → Rules” you decide what happens to such payments automatically. When a newly synced transaction matches your conditions, the rule assigns it a ledger account, or marks it as no receipt needed or as an internal transfer.

A rule in a few steps

  1. 1 New rule
    Open “Banking → Rules” and click “New rule”.
  2. 2 When …
    Name the rule and set the condition – for example “Reference contains account fee”. “Add condition” combines several; at the top you choose whether all of them or any one must match.
  3. 3 … then
    Choose what should happen: “Set account”, “Mark as no receipt needed” or “Mark as internal transfer”. “Add action” combines several.
  4. 4 Save
    Save the rule. From now on it applies to every newly synced transaction. Switch on “Run after saving” so it also works on existing transactions.

Conditions and actions

A condition checks the reference, the counterpart’s name or IBAN, the description, the amount, the direction (incoming or outgoing) or the date. For text you have “contains”, “equals”, “starts with”, “ends with” and “matches pattern” (regular expression), among others; for amounts “greater than”, “less than”, “at least” and “at most”.

Order, priority and running rules

Rules run from top to bottom, and you change the order by dragging. Under “Options” you can also set a priority – lower numbers run first –, switch a rule on or off with “Active”, and use “Stop after this rule” to end the evaluation as soon as it matches.

Existing transactions stay unchanged until you run your rules on them. “Run rules” lets you choose the period – this month, this year, all transactions or a custom range.

Rules learned automatically

Under “Automatic” you find what Nori has learned from your confirmed matches – for example which supplier or customer belongs to which name on your bank statement. Nori applies these patterns to similar payments on its own. The “Auto-match level” (“Conservative”, “Balanced” or “Aggressive”) decides how certain Nori must be, and “Remember matches automatically” switches the learning on or off.

Still stuck?

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