Forum Discussion

Contributing User

9 months ago

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

Doreen_P

MYOB Moderator

9 months ago

Hi ewan,

Thanks for your post.

When you created the rule, make sure you chose the rule type as 'Automated rule'. This is a rule that will be automatically applied to transactions matching criteria you enter. Once done, the automated rule you created will be applied to existing and future transactions that match the rule conditions. More information regarding this can be found here.

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen

ADG001
2 months ago
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?
- Genreve_S
  MYOB Moderator
  2 months ago
  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.
  
  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
ADG001
2 months ago
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?
- Princess_R
  MYOB Moderator
  2 months ago
  Hi ADG001,
  
  Sorry to hear we've missed the mark with our previous answer. When you create a bank rule, it should automatically apply to all bank transactions that meet the conditions specified in the rule. So, if you have multiple transactions that match the criteria, the rule should be applied to all of them. If this isn't happening with your imported bank transactions, we need to dig a bit deeper to find out what's causing the issue. Our support team can help with this. You can connect with them by creating a case through MyAccount or using one of the various support options available here.
  
  Cheers,
  
  Princess