1. Go to Preferences and select Checking.
2. Select Company Preferences then Express Mode.
3. Select the checkboxes for Create rules automatically and Always ask before creating a rule.
4. From the transaction list in the Banking Center, select a name and account then select Quick Add.

If you have multiple transactions with the same criteria, you’ll receive a Rules Creation message. You can ignore or edit the rule.

Pro Tip: Always review transactions changed by rules before you match or select Add/Approve from Batch transactions.