Transaction Matching Rules

Transaction Matching Rules

If you have transactions that reoccur on a regular basis, then you may enjoy REI Hub's Rules feature.  Rules help the system recognize new imported transactions by matching to either a part of the description or the exact amount of the transaction, and then assigning the property and accounts you have specified.  

Some key things to know about Transaction Matching Rules in REI Hub:
  1. Rules are currently available for Revenue, Expense, Fixed Asset Purchase, and Transfer Between Accounts transactions.  Other transaction types may be supported in the future.  
  2. You can optionally ask the system to automatically book transactions that match your Rule.  If you do so, all existing and future matches in your import feed will automatically be booked on your behalf.  So make sure your rule is specific enough!
  3. If you do not want transactions to be automatically booked on your behalf, uncheck the box.  When you click 'Book' on the transaction from the Import Feed, you will see the Rule match and will need to click through and confirm to complete booking the transaction. 
To add a new Rule from an imported transaction:

1) Navigate to the Import Feed.  

  1. Find the Import Feed under the Transactions header of the left hand side menu.
2) Click Book on an imported transaction 

  1. Fill out the property, and relevant accounts as appropriate. 
  2. If this is a recurring transaction that will be booked to the same property and accounts again in the future, check the box at the bottom to 'Create a new transaction matching rule'

3) Choose how to set up your rule

To match by description:

  1. Check 'Match by description'
  2. Choose part or all of the description of the imported transaction to base your match on.  Choose a part of the description that will be the same every time, such as a business name or account number.
  3. Click Save 
To match by amount:

  1. Check 'Match by amount'
  2. The exact amount of the transaction, which already recorded above, will be used for your match.  The REI Hub system will look for future transactions of the exact same amount and offer this rule as a match.
  3. Click Save 
4) Automatic Transaction Booking

REI Hub can use the Rules you create to automatically book transactions on your behalf.  If you check the 'Automatically book matching transactions' box, the system will scan your entire import feed and immediately book all transactions that fit the Rule.  When new transactions are imported, they will be scanned and any that match the Rule will be automatically booked.

This can save you lots of time- but make sure your match is specific enough that only intended transactions are caught in the Rule and automatically booked.

  1. Check the 'Automatically book matching transactions' box.
  2. Click Save 
5) If not using Automatic Transaction Booking, Rules will match to imported transactions

  1. When booking a transaction that matches one of your Rules, you will see the Action updated to Match (instead of Create New) and a prefilled checkbox for the match.
6) Select which accounts the rule applies to

  1. Leave the box checked to have this Transaction Matching Rule to all transactions that it matches, across all of your bank and credit card accounts.
  2. Uncheck the box to have this Rule only apply to transactions in the individual bank or credit card account.
7) View, edit, and delete your existing Rules

  1. Navigate to the Import Feed, and click Rules at the top.  Click on the blue part of the description to edit or delete the rule.
8) Contact us with any questions!

You can submit a ticket through the Knowledge Base, when you're logged into your account via Contact Us, or just send us an email at  

To add a new Rule directly:

1) Navigate to the Import Feed and click on Rules.

  1. Find the Import Feed under the Transactions header of the left hand side menu.
  2. Click on Rules in the upper right corner. 
2) Select Add Rule

3) Fill out the Rule Template and Save. 

  1. Rules are only supported for Revenue, Expense, Fixed Asset Purchase, and Transfer Between Accounts transaction types at this time.
  2. Select the appropriate accounts.
  3. Fill out either the Description or Transaction Amount that you want to use as the basis for matching new transactions
  4. Typically, you will just fill out one of those two fields, though you can match to both Description and Transaction Amount simultaneously if desired.
  5. Select the appropriate Property (and Unit, if desired)
  6. Decide if you want transactions that match the Rule to be automatically booked on your behalf.
  7. Decide if you want this Rule to scan all of your bank accounts, or an individual account. To apply to just an individual account, uncheck the 'Apply this rule to all accounts' box, and then select the appropriate account from the dropdown. 
  8. Click Save Rule.
4) See #4 and beyond above!

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