> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Banking Rules

> Manage transaction classification rules for automatic categorization of bank transactions.

Manage transaction classification rules for automatic categorization of bank transactions at the in-app route `/fa/banking/rules`.

## Overview

This screen renders `TransactionRulesPage`, which provides the interface for managing transaction classification rules in the Finance & Revenue banking module. Rules are used to automatically categorize bank transactions. The route requires the `fa.transaction-rules.view` permission.

## Who it's for

Required permission: `fa.transaction-rules.view` (enforced at the route via `RequirePermission`).

## Before you start

* Bank accounts must be connected or configured.
* Chart of accounts must be set up to serve as rule targets.

## Steps

<Steps>
  <Step title="Navigate to Banking Rules">Go to `/fa/banking/rules` via Finance & Revenue Banking section.</Step>
  <Step title="Review existing rules">The `TransactionRulesPage` lists current transaction classification rules.</Step>
  <Step title="Add or edit rules">Use the page controls to create new rules or modify existing ones.</Step>
</Steps>

## Key concepts

* Transaction classification rules — patterns used to auto-categorize bank transaction imports
* `fa.transaction-rules.view` — required permission

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/TransactionRulesPage.tsx
</Accordion>