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Bank Reconciliation Auto create rule for transfer transactions

edited Jun 2, 2025 2:22PM in Social Groups

What's the best way to use "auto create rule" so that daily bank transfer transactions between any US bank accounts (within the same bank) can be auto generated, when we click on "submit" on "match data" page. Currently, our rules don't work. The bank transfer transactions imported do have standard memo such as "transfer to DDA xxx"

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