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Really? How many votes does it need for it to be taken seriously?

For me the ability to download and upload is a way to address the real problem, which is to be able to update in bulk.
That said, it would be good to be able to see a report that could be sorted and compared as well. And then load it back up with corrections if necessary. Some people ue a lot of bank rules and it's easy to get lost.

We have case where a partnership has ceased and started as sole trader. It would be handy to be able to export/import the bank rules to the new sole trader file from the old as the the business, suppliers and customers remain unchanged between the 2 files.

It would also be handy as we are in a rural area to have a master chart of rules for obvious drawings, bank fees, interest etc.

Judging by the many comments in wanting Bank Rules export as a basic feature it might be worth Xero Dev considering this feature as a priority. This is such a tedious task for any accounting firm or business.

It would be very useful and time saving if we could import bank rules into xero. We find we are entering the same ones many times

@Paul, new invoicing really doesnt make any sense if recurring invoices stayed the same (with a change that now there are extra steps when adding new emails to the profile, just to make our lives harder) This is by far the most hated DOWN grade ever, i cant wait for management to decide to move away from this BS

Cool beans.

Add to the pile something else that bookkeepers and accountants (i.e. Xero power users) would ACTUALLY find useful and time saving, but no Xero is too busy ruining basic functionality (*cough*new invoicing*cough*)...

Importing and Exporting Bank Rules is a needed feature. It saves time with new client set ups and transitions from QBO files.

Importing and Exporting Bank Rules is a necessary feature to help complete with QBO. I've been slowly clients to QBO, but the bank rule process is tedious to rebuild in Xero one by one. I also would like to have a way to bulk delete bank rules for client that disengage.

Please set this up so we can just use same bank rules accross files, seems like this should be in place. Cant be too hard to do it. With more AI and automation this is an easy win.

I can see why this doesn't have plans to be developed - it'd be too unique and helpful for an accounting software in general.

When do you expect to complete this project?

Import Bank Rules, to allow us to create the same rules across multiple client lists

That would be a really helpful feature

As always disappointed (but not unexpected) by Xero's lack of functionality on such an important day to day function. They should of had this working from day 1 to be frank. Wish we had more support from Xero on key accounting needs.

I asked for this Tue, 21 Nov 2017!
Xero have kindly deleted all dates so you can't see how long they have been procrastinating!
Now, 7 years later, they kindly update us that they're still not going to do anything

Good ol' Xero
Nowadays a waste of space!

We understand and know this is important to everyone

clearly you dont - if you knew it was important you would ensure you action rather than drive people away from your platform to elsewhere.

Your actions are clearly saying "its not important" rather than important. if you look at dictionary definition of important is "necessary or of great value" - you are clearly saying it aint necessary and aint of great value !

Import or setup Default Bank Rules would be nice because we are a local firm and many clients have identical bank rules that currently have to setup taking hours of configuration for each client.

It would also help if on the Rules listing page, if it had a bit more information, e.g. $ amount and GL Account code.

We really need this