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Level 1

RULES SPLITS FOR FUTURE TRANSACTIONS

I have created an 'exact' business/personal spending RULE SPLIT, and whilst the rule split is working correctly for historical transactions, - from April 2018 right up to June 2019, - when I have entered a transaction,  (that should be split accordingly), for July 2019, and further forward in the 2019/20 tax year, the split is not being applied?

3 REPLIES 3
QuickBooks Team

Re: RULES SPLITS FOR FUTURE TRANSACTIONS

Hello, @petal.

 

Let's delete and recreate the rule to ensure that it will be applied to all of your transactions.

 

To delete:

  1. Go to the Gear Icon.
  2. Choose Rules.
  3. Locate the rule that's no longer working.
  4. Click the drop-down arrow in the Action column.
  5. Select Delete.
  6. Click Yes to confirm.

Deleting a rule will not affect any previous transactions that are already within QuickBooks - the only thing that will change is that the rule name will display as *name* (deleted).

 

To recreate, here are the steps:

  1. Go to the Gear icon
  2. Click Rules.
  3. Select the Create rule button at the top.
  4. Enter the Description, select the Account and the Category Type.
  5. Under Type, select Personal
  6. Click Save. a.png

If you check the box to apply the rule to past transactions, you can apply it not just only for the new transactions but to the old ones as well. You can check this article for additional insights: Use Rules to Speed Up Reviewing and categorizing Transactions

 

Keep me posted if you have other questions. I'm always here to help.

Level 1

Re: RULES SPLITS NOT APPLYING

Yesterday and today, I added some transactions that have 'exact' business & personal %, but the splits are not being applied to the transactions I did yesterday and today.

 

The splits have successfully applied to transactions that were already in situ before I entered more yesterday and today.

 

The transactions I entered yesterday and today, were both past and future transactions.

I know QB can take a while to action splits, despite going to RULES and manually ticking the 'apply to historical transactions' box.

 

I have tried deleting a rule and reinstating it, but thus far, it has not worked.

 

Can you assist please.

 

QuickBooks Team

Re: RULES SPLITS NOT APPLYING

Hello Petal

 

Could we ask you to try clearing the cache on your browser do the splits pick up?

 

If not could you provide an example of a rule this is happening with a screenshot?

 

We have spoken with our Self Employed product engineers and we do not currently have any reports of this issue so we would need a screenshot in order to escalate this further.

 

If you do not feel comfortable adding as an attachment you can send us a PM/DM to QuickBooks UK via Twitter or FaceBook with the header banking rules not applying

 

Emma