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I have created transaction rules in my bank account to recognize and categorize statements, but they aren’t working. What should I do?
When you create or edit a Transaction Rule in the bank account, the rule will apply to all existing as well as upcoming uncategorized transactions automatically once it is saved.
However, the criteria you enter for the rules will be case-sensitive while identifying transactions. The rule criteria should match exactly with the uncategorized transaction. If there is any discrepancy, such as an additional space or character, upper-case or lower-case difference in characters in the transaction as compared to the rule’s criteria, it won’t be recognized by the rule.
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