Forum Discussion

Contributing User

11 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...

ADG001

4 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?