How to run a new bank rule manually? Existing unallocated transactions not being auto allocated ...

Question

when new rule created.

I have bank feeds going back years. No problems with the bank feeds.

I have created a new rule.

After I save the new rule and return to the unallocated transaction list, I see many transactions that are not allocated that should have been allocated by the rule.

How do I manually or otherwise run the rule against unallocted entries?

Genreve_S · Answer

Hi @ADG001,

We can rule out the automatic rules as a potential reason with your response. I recommend checking for any overlapping rules, as this might cause both rules to not take effect.

You have the option to search within the Bank Transactions screen to find similar transactions, then select all and categorise from there.

If the issue persists after checking this, I recommend creating a support ticket from the MyAccount window or using MOCA to reach the live chat team for further troubleshooting.

Feel free to post again if you need any other help.

Thanks,
Genreve

Princess_R · Answer

Hi @ADG001,

Sorry to hear we've missed the mark with our previous answer.

You have the option to search within the Bank Transactions screen to find similar transactions, then select all and categorise from there.

Cheers,

Princess

ADG001 · Answer

this didn't answer the question

How can you allocate a rule to multiple entries. I have imported a qif, the rules made (all with automatic) didn't allocate automatically. the link to the user guide doesn't say how do this is bulk?

also why would an import not auto allocate?