Editing Auto-Create Rules
Auto-create rules contain conditions and actions that you can edit.
Conditions are the criteria the rule looks for in future imports. Auto-create rules check the Payor/Payee first, and then the Memo. You can add more conditions if needed. For details, see Editing Rule Conditions of Auto-Create Rules.
Actions are the actions the rule takes if the conditions are met. The rule uses a memorized transaction record as a template to create future account transactions. You can override these values by changing the rule's actions.
For details, see Editing Action Data of Auto-Create Rules.
For information about memorized transactions, see Memorized Transactions.