video1.0<iframe src="https://www.loom.com/embed/ae3c31e1f5cb4979b58f3a8d9059a5be" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ae3c31e1f5cb4979b58f3a8d9059a5be-a12cc49639861932.gif147.6This Loom explains how to create bank rules from unmatched bank records during the bank reconciliation workflow. From the bank reconciliation page, select the account and find an unmatched transaction, then choose Create and Bank Rule to open the setup window. Configure a rule name, determine whether VR Trust will automatically create and match future incoming transactions, set whether it is a deposit or expense and the account, and define conditions such as a description containing “housekeeper payment” and “cleaning fee.” Save the rule so it immediately matches the current record, creates the related expense, and applies allocation settings.