Recognition rules: automate classification

Recognition rules map opaque bank text to chart accounts. Legacy runs them on OFX/CSV import and can re-run them on existing 470 lines.

How matching works

• Label match: case-insensitive « contains » on the statement text.
• Optional min/max amount and movement type (debit or credit).
• Priority field — lower number wins when several rules match.
• No match → account 470.

Create and apply

1. From Journal: menu on a line → create recognition rule.
2. From Accounts: CPT filter + recognition rules section → add or edit.
3. Tap Apply to 470 to reclassify pending lines in the current BNQ / AN / MOIS scope.