Rules
Rules can be used to automatically handle or transform bank transactions.
- Creating rulesHow to create a rule, choose whether it changes your data in Synci or only shapes data on the way out, and attach it to accounts and linked accounts.
- Rule configurationEverything you need to know about rules, and how to configure them.
- Rule logsRule Logs provide a transparent, step-by-step audit trail of every automation Synci performs on your transactions. They are the primary tool for debugging your rules, verifying that transformations are working as expected, and even reverting changes if something goes wrong.
- Output rules and testing rulesShape what an account sends to destinations, SimpleFIN apps, webhooks, AI assistants and other apps without changing your stored data, see which destinations a transfer rule works with, and test any rule on real transactions.