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Income Statement Modification | Accounting & Bookkeeping Software UK.
Banking rules in Britixo allow you to automate the classification of recurring transactions. This is especially useful when importing transactions from your bank feed or uploading a statement file, as the system will automatically match transactions to the right accounts based on the rules you create.
⚙️ Access Banking Rules
From the left sidebar , open the Accounting module.
Go to Settings .
Select Banking Rules .
➕ Create a New Banking Rule
➕ Click the Add button.
✍️ Fill in the following details:
Name – give the rule a clear and descriptive name.
Apply To – choose whether the rule applies to:
💵 Money In (incoming payments)
💳 Money Out (outgoing expenses)
Condition Type – select whether Any or All conditions must be met.
Filter Field – choose the transaction field to check ( Description or Amount ).
Condition – select how the value should be matched:
✅ Contains
❌ Doesn’t Contain
🎯 Is Exactly
Value – enter the keyword, number, or amount to be matched.
Then – choose one action:
🗂️ Assign – map the transaction to accounts.
🚫 Exclude – skip mapping if matched.
Mapping Type (if Assign is selected):
Full Amount – map the entire transaction to one account.
Split by Percentage – divide the amount into percentages across multiple accounts.
Split by Amount – allocate specific amounts to different accounts.
Auto-add (optional) – enable this so matching transactions are automatically mapped to the chosen accounts without manual approval.
💾 Click Save when finished.
📥 Import Bank Transactions
Go to Accounting → Banking → Banking Feeds .
⚙️ Click the gear icon in the top-right corner.
Select Import Transactions .
Upload your bank statement file (e.g., Excel or CSV) into the correct bank account in Britixo.
👉 Example: If your banking rule is set for specific descriptions, only transactions that match the rule will be automatically categorised and mapped.
🔎 Review Imported Transactions
✅ Matching transactions will be automatically mapped based on your rules.
🔀 If a rule splits the transaction by percentage or amount, Britixo will divide it accordingly.
✏️ You can edit or delete any transaction after import if adjustments are needed.
✅ Tip: Use banking rules for frequent or recurring transactions (like rent, salaries, or utilities). This reduces manual data entry and ensures consistent categorisation every time you import a bank file.
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