How to Create a Bank Rule in Xero
- George Apostolov
How to Create a Bank Rule in Xero: step-by-step guide
On Xero's main dashboard, click the 'More Options' button next to a bank account.
Select 'Bank Rules' from the available options.
Following that, tap 'Create Rule' at the top-right corner.
Choose the type of transaction you want to cover.
Subsequently, start configuring the rule. Start by specifying your preference with regard to the application of the bank rule to the given conditions. Tick the radio button beside your choice.
Set up the condition next. Simply choose your preferred Field and Condition. After that, enter the corresponding value into the provided input field.
Following that, provide the other necessary information to complete the bank rule.
Once done, review your input and click 'Save'.
After completing these steps, the Xero bank rule will be created and enabled instantly.
Quick answer: To create a bank rule in Xero, click more options next to a bank account, select bank rules, and tap create rule. Choose the transaction type, configure application preferences, set conditions, and provide necessary information. Finally, review your input and click save to instantly enable the rule.
About this Xero tutorial
Set up automated transaction rules in Xero by configuring conditions and preferences, then saving to instantly enable the new bank rule. This guide shows how to create a Bank Rule in Xero in 9 steps, starting with "On Xero's main dashboard, click the 'More Options' button next to a bank account" and finishing with "After completing these steps, the Xero bank rule will be created and enabled instantly". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Bank Rule in Xero?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Create a Bill in Xero, How to Create a Budget in Xero and How to Create a Custom Report in Xero. Last reviewed 05 Oct 2026.
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