PlanBill
FeaturesPricingFAQHelp
Sign inStart free
FeaturesPricingFAQHelpSign inStart free
  1. Help
  2. Banking

Set bank merchant rules

Use merchant rules to make repeated bank activity easier to review.

Updated 10-26-2026
⌘K

Press Control K, Command K, or slash to search from anywhere on the page.

  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
    • Link your bank
    • Set bank merchant rules
    • Review unmatched transactions
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5
Browse topics
  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
    • Link your bank
    • Set bank merchant rules
    • Review unmatched transactions
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5

Open merchant rules

  1. Open Bank merchant rules.
  2. Review the rules for your business and save any changes.

Open Banking in PlanBill

Related guides

  • Link your bank
  • Review unmatched transactions

Was this helpful?

PlanBill

© 2026 Ecle Coastal LLC · St. Petersburg, FL · support@planbill.net

hello@planbill.net

FeaturesPricingNot included in your planFAQHelpWhat’s newSign in
Terms·Privacy·Legal