Untied – Custom Rules for Transactions | Automate Your Bookkeeping

Custom rules in Untied allow you to automate how transactions are categorised, saving you time and keeping your records consistent.

In this video, Performance Accountancy shows you how to create rules for repeat transactions, such as regular suppliers or ongoing expenses.

We cover:

• what custom rules are
• how to set them up in Untied
• applying rules to repeat suppliers
• reducing manual tagging
• keeping your records accurate automatically

For performers with regular expenses or repeat income sources, this is a powerful way to simplify your bookkeeping and stay on top of Making Tax Digital.