Changing bank input rule

Question asked by Michael 8 years ago

Hi

I'm giving the software a test run but so far am quite impressed. I wonder if someone would be kind enough to answer the following?

I'm part way through explaining a large bank import done through Yodlee. However, I went to change a bank input rule but don't know how to get it to apply to the transactions I've already explained (using my old bank input rule). There are too many entries to edit one by one. Maybe I can somehow drop the whole import and re-import it somehow?

Any help or tips gratefully received. Thanks!

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Hi Michael

If you amend an import rule it wouldn't affect previously explained transactions. I can see in your case why you wish it would but in 99% of cases it would probably cause untold headaches.

If you want to delete a bank import and start again you will need to first un-explain the already explained items - this has to be done 1 by 1 i'm afraid.

The only other thing you can do is amend the already explained items. This possibly doesn't need to be done on a 1 by 1 basis. What exactly are you looking to amend?

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8 years ago

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