Editing Auto-Create Rules
Auto-create rules contain conditions and actions that you can edit.
Conditions determine the criteria in subsequent imports for which the rule looks. Auto-create rules automatically look for the Payor/Payee first, and the Memo second. You can add additional conditions, if desired. For details, see Editing Rule Conditions of Auto-Create Rules.
Actions are the actions the auto-create rule takes if the conditions are met to automatically create corresponding account transactions from future imports. The actions defined by the rule are pulled from the memorized transaction record. This is a template generated from an account transaction that the auto-create rule uses to generate future account transactions. You can override the values in the memorized transaction record by modifying the rule's actions.
For details, see Editing Action Data of Auto-Create Rules.
For information about memorized transactions, see Memorized Transactions.