Switch rules allow you to move accounts between categories depending on the value of the account.
For example, if the value of an account in the Bank Accounts category is negative, it can be automatically re-categorised to the Current Liabilities or Non-Current Liabilities category.
Click into the Chart of accounts section via the Settings dropdown in the top menu bar.
Click into the Balance Sheet tab.
On an account, click Add in the Switch rule column.
You’re told whether the account is an asset or a liability, and whether it will move to an asset or liability if the values are negative.
Under Category to switch to, select the category you want the account to move to if values are negative.Click Save.
Once activated, the Switch rule column will display the behaviour.
