Automatic Transaction Matching

I just wanted to make a suggestion in relation to the bank rules:

Often the descriptor on the statement is very brief and may be difficult to identify in future years if and when it is required.

I would suggest having three fields when you set up a bank field: Screenshot by Lightshot

  1. Bank Acc
  2. Description Contains
  3. Allocate To
    4.0 Rename transaction description
    5.0 Tax Code

This way you could put more info in the description by default.