Amount & Direction Rules: Transfers, Refunds, Income and Small Fees
This lesson is part of the course
In this lesson
You write one IFS rule chain that sorts lines by type code, sign and size – transfers, supplier refunds, sales income, bank charges and small sundries – and see why the order of the rules decides the result.
Buy the course once for $9.99 to unlock every lesson and lab, the final exam and the certificate – lifetime access, no subscription.
Lessons in this course
- The Bank Export: Dates, Descriptions, Signed Amounts & Reference Codes Locked
- Keyword Rules: FIND a Keyword, Return a Category Locked
- Rule Priority & Conflicts: When Several Rules Match Locked
- The Vendor Map: Known Vendors First, Keyword Rules as Fallback Locked
- Amount & Direction Rules: Transfers, Refunds, Income and Small Fees Locked
- Split Transactions: One Bank Line, Several Categories Locked
- Recurring Payments, Coverage & the Exceptions Queue Locked
- The Month Summary: Totals by Category, Uncategorised Remainder & a Chart Locked