Managing rules across your clients' books gets harder as the list grows. This update lets you control the order rules run in, makes it easier to find the ones that need attention, and tells you exactly what went wrong when a rule breaks.
Set a
rule's priority right from the rule drawer
, with a live preview showing exactly which rules will sit above and below the position you choose.
Filter by All, Active, Disabled, or Invalid
so you can spot what needs attention at a glance — and search is now easier to reach.
See
exactly which field or condition broke an invalid rule
, instead of guessing why it stopped working.
Find the auto-add toggle right away
— it's no longer buried below the fold — and all condition fields (
auto-post, assign, exclude, optional)
now show by default.
Keep your
search and filter in place through bulk actions
, so you never lose your spot while working through a batch.
Screenshot 2026-05-15 at 4
Give it a try and let us know if you have any feedback in Bank Feed through your comments