To successfully export bank rules, which step is needed?

In the process of exporting bank rules, selecting the down arrow on the New rule button and choosing the option to export rules is the correct step. This action directly leads you to the functionality designed specifically for exporting existing bank rules from the system.

This approach ensures that you are accessing the export feature where the rules that have been created or configured can be compiled and downloaded in a compatible format for use in another instance or for backup purposes.

The other options do not lead to the export of bank rules. For instance, downloading a template is aimed at assisting users in creating new rules rather than managing existing ones. Similarly, simply creating a new rule or selecting the Grid Gear icon does not pertain to exporting the rules, thus they are not relevant to this specific task. By focusing on the appropriate route outlined in the correct choice, one can efficiently manage and transfer their bank rules as needed.