How To Build A Library In Airtable For Your Bank Feed Rules

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Index
5:03 Screen sharing begins
6:04 Advice to clean the rules
6:50 Exporting rules to excel file to clean them up then reimport them
7:14 Orders of the rules you create are important
7:54 Matthew Fulton suggestion on renaming the rules for a faster look up
9:00 Creating a rule example
9:54 Example of 9:00 lease payment being ruled into the wrong account
10:58 Adding in the detail type in the chart of accounts
11:30 Audience member comment in regards to not setting lease as a rule
15:16 Copying the rule and changing the condition of the amount for auto repairs
17:54 Key thing is to create a universal chart of accounts
20:18 Pull out the rules specific for client and stick to the universal ones
21:12 Creating a library in air table for universal rules
22:19 Audience questions, can you do replacement formulas inside Airtable.
25:17 Category, inserting the details
26:50 Adding in the notes tab a description
28:33 Create a view that only has the columns he needs to import
29:00 Import view will hide all columns that are not needed
29:19 Start the download of the CSV
29:40 Viewing and reviewing the CSV before we import
30:44 Creating another table where a log can be created of different designations and
what it means
32:47 Adding in the multi select feature to a category in Airtable
34:46 Ability to widen columns or shorten if you desire
36:53 Creating another table in Airtable for chart of accounts
37:27 Adding in a link, in this case to another record
38:57 Possibility of adding in a concatenate formula, for the modification of a formula
40:46 Inserting the concatenate formula
43:52 In formulas if it has quotations it may result in issues, Seth trouble shooting
the formula to get it accurate
49:49 Sharing the screen to demo Bank Rule Import Tips from Matthew F.
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