Where to find them
Go to Banking → Bank Rules. Each rule shows its Name, Status, Conditions and Outcome.
Create a rule
Click Create Rule → Create one manually.
Enter a Rule name, e.g. Stripe payouts.
Choose the Rule approach:
Apply all the conditions (AND): every condition must match.
Apply any of the conditions (OR): one match is enough.
Optionally pick a Bank Account to limit the rule to one bank.
Add conditions: IF field operator value. Click Add condition for more.
Add outcomes: SET Account AS the account. Click Add outcome to also set a Contact, Branch, Department or Project.
Leave Make active on save ticked. Tick Apply to historical transactions to recategorise lines you've already brought in.
Click Submit.
Conditions you can use
Field | Operators |
Narration, Reference | equals, not equals, contains, does not contain, starts with, ends with, in, not in, is null, is not null |
Amount, Balance | equals, not equals, greater than, less than, greater than or equal, less than or equal, is null, is not null |
Date | the same as Amount. Enter dates as YYYY-MM-DD. |
Type | equals, not equals, in, not in (credit or debit) |
For in and not in, separate values with commas, e.g. UBER, LYFT.
Examples
Rule | Conditions | Outcome |
Stripe payouts | Narration contains STRIPE TRANSFER AND Type equals credit | Service revenue |
Gusto payroll | Narration contains GUSTO PAYROLL | Payroll expenses |
Software subscriptions | Narration contains ZOOM.US OR Narration contains GOOGLE *GSUITE | Software and subscriptions |
Let Adam write rules for you
Click Create Rule → Bulk generate with AI.
Drop in a bank statement (CSV works best), or paste a page from one instead.
Click Generate. This can take a minute or two.
Review the suggested rules, keep the right ones, and save them.
Manage your rules
Click ⋮ on a rule:
Action | What it does |
Edit | Change its conditions or outcome. |
Duplicate | Copy it as a starting point for a similar rule. |
Disable / Enable | Pause the rule or turn it back on. |
Apply to transactions | Run it on the transactions already in Tyms. |
Delete | Remove it. Tick several rules to delete them together. |
Tips
Use words that are always in the narration, such as GUSTO PAYROLL, not reference numbers that change each time.
Add Type when the same name appears both ways, e.g. refunds from a vendor you also pay.
Faster option: when you change a category, tick Apply this categorization to similar transactions.