---
title: "Set Up a Basic Check-Matching Rule Set in Intacct"
sidebarTitle: "Intacct bank rule sets"
description: "Create a rule set and a basic check-matching rule in Sage Intacct so checks auto-match during bank reconciliation."
icon: "link"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

Sage Intacct lets you create custom matching rules that speed up the bank reconciliation. This guide sets up the simplest useful case: **a basic rule to auto-match checks.**

<Info>
  **Source:** `Technical/Intacct Bank Rule Sets 4.18.24.docx`. For the full configuration — create rules, journal entry templates, and the complete sample rule library — see the SOP [Bank transaction automation: rule setup](/internal/sops/accounting/general/bank-automation-setup).
</Info>

<Tip>
  Start with just this basic check-matching rule. Get it working, confirm checks auto-match on a real reconciliation, then add more rules from the [sample rule library](/internal/sops/accounting/general/bank-automation-setup#sample-matching-rules).
</Tip>

## Create the rule set

<Steps>
  <Step title="Add a rule set">
    Go to **Cash Management → Rule Set** and add a rule set.

    <Frame caption="Adding a rule set in Cash Management">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image1.png" alt="Sage Intacct add rule set" />
    </Frame>

    You can have a rule set for each bank account, or one rule set applied to all bank accounts.

    <Frame caption="Rule set configuration">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image2.png" alt="Sage Intacct rule set fields" />
    </Frame>

    <Frame caption="Rule set details">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image3.png" alt="Sage Intacct rule set detail configuration" />
    </Frame>
  </Step>

  <Step title="Create the check-matching rule">
    Create the specific rule to assign to your rule set.

    <Frame caption="Creating the rule">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image4.png" alt="Sage Intacct matching rule creation" />
    </Frame>

    <Frame caption="Rule filter configuration">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image5.png" alt="Sage Intacct rule filter settings" />
    </Frame>

    <Frame caption="Matching conditions">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image6.png" alt="Sage Intacct rule matching conditions" />
    </Frame>

    <Note>
      A match rule needs **at least two matching conditions**, and one of them must be **Amount**. For checks, use the document number (or date) plus the amount.
    </Note>
  </Step>

  <Step title="Add the rule to the rule set">
    After saving the rule, click **Select Rules** and add the rule you created. Save the rule set.

    <Frame caption="Selecting rules to add to the rule set">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image7.png" alt="Sage Intacct select rules dialog" />
    </Frame>

    <Frame caption="The saved rule set with its rule attached">
      <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image8.png" alt="Sage Intacct saved rule set" />
    </Frame>
  </Step>
</Steps>

## Verify the rule set is applied to the bank account

You can check whether a rule set is applied from the bank setup. Open a bank account, and on the **Details** tab scroll to the bottom for the **accounting information** section.

<Frame caption="The accounting information section showing the applied rule set">
  <img src="/images/accounting/intacct-bank-rule-sets-4-18-24/image9.png" alt="Sage Intacct bank account accounting information with rule set" />
</Frame>

<Warning>
  **If no rule set is applied, auto-match will not be available during bank reconciliation.** This is the first thing to check when auto-match appears to be missing.
</Warning>

## Related

- [Bank transaction automation: rule setup](/internal/sops/accounting/general/bank-automation-setup) — the full manager-level configuration
- [Reconcile with bank automation rules](/internal/sops/accounting/general/bank-automation-reconciling) — using the rules day to day
- [Intacct bank reconciliation](/internal/sops/accounting/general/intacct-bank-reconciliation) — the manual alternative, including the auto-match file import