{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2d0b2f36f4da453e810e859a0bb0d028\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2d0b2f36f4da453e810e859a0bb0d028-cb81539afd52d23c.gif","duration":497.633333,"title":"Create Bank Rules for Auto Reconciliation 📌","description":"In this Loom, I walk through how to create and use bank rules in VR Trust so your transactions get automatically created and matched as bank records come in, whether from Plaid or CSV. I show how to name a rule, choose Apply to expense or deposit, set the conditions based on description and amount, and optionally prior month posting, edit the description, and set allocation lines with percentages that must total 100. I also cover toggling auto create and match versus making suggestions to accept manually. I walked you through an example like Housekeeping, then tested how it applies to new records, including imported CSV. No explicit viewer action was requested, but you can start creating your own bank rules after this."}