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Apr 14, 2019 2:30 PM UTC
Solved

Categorize downloaded transactions - when I change one transaction, all transactions with similar description get updated with the same category. Can this be changed?

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AlexV
AlexVAnswer
Level 10
Apr 15, 2019 11:03 AM UTC

I can provide you more details about your downloaded transactions, david-lenoir.

 

We can change it by editing or deleting a rule. Here's how:

  1. Go to Banking tab and select Rules.
  2. Look for the rule. Click the drop-down under the Actions column and select Delete.
  3. Click Yes to confirm.

 

 

You can check these articles for your future reference:

 

Please let me know if you have other questions. Have a great day!

2 replies

AlexV
AlexVAnswer
Level 10
Apr 15, 2019 11:03 AM UTC

I can provide you more details about your downloaded transactions, david-lenoir.

 

We can change it by editing or deleting a rule. Here's how:

  1. Go to Banking tab and select Rules.
  2. Look for the rule. Click the drop-down under the Actions column and select Delete.
  3. Click Yes to confirm.

 

 

You can check these articles for your future reference:

 

Please let me know if you have other questions. Have a great day!

Apr 15, 2019 12:21 PM UTC

Thank you, this helps!