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
- Bank Acc
- Description Contains
- Allocate To
4.0 Rename transaction description
5.0 Tax Code
This way you could put more info in the description by default.