Bank rules
Why if I am paying for this software it doesn't work properly? Bank rules that have been in place for ages will suddenly not work. Todays income would not allocate but the rest of the week it did. Similarily monthly Automatic Payments will not go but they did last month. These bank rules are advertised as time saving but they are not if I have to go into the rules every morning, click through them and save them again for them to work. What's the problem?
Hi Infinity10744,
It's unusual if the bank rules are not working as expected. Here are a few steps you can try to deal with this matter:
- Recreate the bank rules. Ensure there are no special characters in the rule names.
- Check Rule Conditions by adding another condition, such as the amount, to see if it helps.
- Clear Cache and Cookies: This can sometimes resolve unexpected behavior.
- Try using a different browser to see if the issue persists.
- For transactions that are not being allocated correctly, unallocate them and then manually allocate them to the correct account.
If these steps don't resolve the issue, this needs further investigation; make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.
Kind regards,
Shella
