Accessing Bank Rules
To create or manage bank rules:
Go to Banking from the sidebar
Select Bank Rules
This opens the Bank Rules table, where all existing rules are displayed.
Create a Bank Rule Manually
To create a rule manually:
Click Create Rule
Select Create Manually
A setup modal will appear with the following fields:
Rule Name
Enter a clear name to easily identify the rule.
Rule Logic
All (AND) – All conditions must be met for the rule to apply.
Any (OR) – The rule applies if at least one condition is met.
Bank Account
Leave blank to apply the rule to all connected bank accounts.
Select a specific bank to limit the rule to that account only.
If the bank is not listed, click Add a new bank account and create it first.
Define Rule Conditions
Conditions tell Adam what to look for in a transaction.
Available condition fields include:
Narration
Amount
Date, etc.
If using Any (OR) logic, Adam will apply the rule when either condition is satisfied.
Define Rule Outcomes
Outcomes determine what happens when a transaction meets the conditions.
You can define:
Account – Select the account
Contact – Assign a customer or vendor
Status – Mark as Categorized
Multiple outcomes can be added if needed.
Activate and Apply the Rule
Before saving, you can choose to:
Make the rule active upon saving
Apply to Historical Transactions
Applying to historical transactions allows Adam to reprocess previously uploaded or synced transactions using the new rule.
Click Submit to save. The rule will appear in the table and become active immediately (if selected).
Bulk Generate Rules Using AI
You can also generate rules automatically using AI.
To do this:
Click Create Rule
Select Bulk Generate with AI
Upload a sample bank statement
(Optional) Add additional instructions
Click Generate
Adam will analyze the statement, detect recurring patterns, and propose bank rules.
You can review and edit any generated rule before saving. This method speeds up rule creation and improves accuracy.
Apply Bank Rules to Transactions
Once your rules are created:
Go to Banking
Select Bank Transactions
Upload or sync your bank statements
Adam automatically reads incoming transactions and applies your saved bank rules.