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: http://prntscr.com/9ys3iv

  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.