Bank Rules

Reduce the amount of time you spend doing your bookkeeping by enabling Pandle to automatically categorise and assign tax codes to your imported bank transactions.

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Auto confirm your transactions

Happy your bank rule is correctly assigning categories and tax codes to your transactions? Then let Pandle auto confirm these transactions for you.

Clear visibility

Pandle will let you know how many transactions have been auto confirmed by your bank rule and how many are left for you to confirm manually.

Save time every month

Stop wasting your time on repetitive tasks, let Pandle do the hard work for you. So you can spend more time growing your business and less time doing your bookkeeping.

Pandle learns as you go

The bank rules machine learning algorithm will begin to understand your individual preferences and behaviour, resulting in your data becoming more and more accurate over time.


You might also want to look at…

Bank Feeds Pro

Automatically import transactions from your bank.

Stripe Feeds

Automatically import your transactions from Stripe.

PayPal Feeds Pro

Automatically import your transactions from PayPal.

Bank Imports

Import your transactions using our CSV templates.

Pandle Bank Rules

Need help transferring from your current accounting software?

Check out this article or contact our support team by emailing


Looking for more information?

Entering transactions in Pandle

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Creating a bank rule

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