Automatic matching of bank transactions not working properly

Question

How do I fix the fact that my bank account rules to automatically match bank transactions are not working unless I go into each rule, make no changes, & save it. Only then do the transactions match up, this defeats the purpose of having automatic rules!

Earl_HD · Answer

Hi @Cruisergirl,

Thanks for raising this, One possible reason for this issue could be a conflict between rules you've setup. We recommend reaching out to our team so they can look into it further. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl

Cruisergirl · Answer

This issue has still not been fixed, any idea when it might be.  It used to work fine

Princess_R · Answer

Hi @Cruisergirl,

We understand it can be quite a hassle to manually save each individual rule for bank transactions to match, and we're really sorry for any inconvenience this has caused. Hopefully, our team can come up with a more efficient solution to improve this process. In the meantime, feel free to start a new post if you need help with anything else.

Cheers,

Princess