Bank Rule Auto-Add Review Sample

Sample auto-added bank rule postings before trusting the rule volume. Preparation only, not an account action.

What to provide

Bank rule list, auto-added transactions and sample size.

How it works

1. List rules with auto-add enabled.
2. Pull a sample of auto-added transactions per rule.
3. Check payee and category against the rule conditions.
4. Return the sample review without editing rules or transactions.

The output

rule | sampled | matched | mismatched | sample_rate | rule_trust_unproved

Worked fictional example

Fictional rule auto-added 40 items; a sample of 8 shows one wrong category. A 12.5% sample error does not prove the other 32 are wrong, but the rule volume is not clean without review.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

More bookkeepers workflows · How-to guides

Method: reviewed source. Demand lead: Oct15 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude45, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia115, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 15, 2026.