Edit or delete a bank rule

  1. Overview
  2. Reconciling Transactions
  3. Bank rules
  4. Edit or delete a bank rule

ⓘ This article is for small businesses who use Xero  

Overview
  • Change a bank rule you've previously set up in Xero or delete the rule completely.

ⓘTip

Editing or deleting a bank rule doesn't affect any of the transactions you've reconciled with the rule previously.
Edit a rule while reconciling
  1. On the Reconcile tab of your bank account, find a transaction that you can reconcile with the rule you want to edit.
  2. On the Create tab of the transaction, click either:

    • The name of the rule under Apply rule

    • Edit rule

      Clicking the bank rule name.
  3. Make changes to the rule, then click Save.
  4. Order your bank rules so that Xero checks rules with more specific criteria first. 
Edit a rule from the Bank Rules screen
  1. In the Accounting menu, select Bank accounts.
  2. Click Bank Rules.
  3. Select the Spend money rules, Receive money rules or Transfer rules tab to find the rule you want to edit.
  4. Click Edit next to the relevant rule.
  5. Make changes to the rule, then click Save.
  6. Order your bank rules so that Xero checks rules with more specific criteria first. 
Delete a bank rule

⚠ Warning

You can't restore a deleted bank rule. You'll have to create a new rule.
  1. In the Accounting menu, select Bank accounts.
  2. Click Bank Rules.
  3. Select the Spend money rules, Receive money rules or Transfer rules tab to find the rule you want to delete.
  4. Select the checkbox next to the rule you want to delete.
  5. Click Delete, then click Delete to confirm.
  6. Order your remaining bank rules to make sure Xero checks rules with more specific criteria first. 
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