Create Bank Categorization Rule
frihet_bank_rule_createCreate bank auto-categorization rules with AND conditions and actions like set category, add tag, or assign client to automatically categorize incoming transactions.
Instructions
Create a new bank auto-categorization rule. Rules apply automatically to matching incoming transactions. A rule has conditions (AND logic) and actions (assign category, tag, or client). Example: name='Mercadona groceries', condition description contains 'MERCADONA', action category='groceries'. / Crea una nueva regla de categorizacion automatica de transacciones bancarias. Las reglas aplican condiciones (logica AND) y acciones (categoria, etiqueta, cliente).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Rule name for identification / Nombre de la regla | |
| actions | Yes | Actions to apply when rule matches / Acciones a aplicar cuando la regla se cumple | |
| isActive | No | Whether the rule is active (default true) / Si la regla esta activa (por defecto true) | |
| conditions | Yes | Rule conditions (AND logic — all must match) / Condiciones (logica AND — todas deben cumplirse) |