A transaction’s description and amount can tell you a lot, but sometimes the bank account it belongs to is just as useful. Similar payments across two accounts might relate to different properties or need different categories.

You can now limit a categorisation rule to a specific bank account in CLARIFYProperty.

Add the account to your conditions

When creating or editing a rule, you can choose a bank account alongside the rule’s other matching conditions. The rule will then only match transactions from that account that also satisfy those conditions.

For example, you might pay the same utility supplier from two bank accounts, each used for a different property. You can create a rule for each account, matching the supplier’s name and assigning the payment to the appropriate property. The account provides the extra context needed to suggest the right allocation.

You can also leave the selection as Any bank account when a rule should work across your portfolio. Existing rules keep that behaviour until you choose a particular account.

Clear guidance if an account is deleted

If you delete a bank account that a rule is restricted to, the rule stops matching transactions. A warning explains that its selected account has been deleted and prompts you to choose a replacement or select Any bank account.

That keeps the rule’s scope under your control, including when the accounts in your portfolio change.

It is a small addition to the rule settings, but a useful one when the account itself helps explain what a transaction is for.