Thanks for the details, edassoc.
The banking rules will apply to the transactions that are on the For Review tab. That said, it will not retroactively apply to the previous one. However, we can undo the previously matched transactions to apply the edited rule.
Let me guide you with these details:
- From the Banking tab, select Banking.
- Go to the Reviewed tab.
- Select the transactions.
- Click the Undo button, and then select Continue to undo the transactions.
Once done, the transactions will go back to the For Review tab.
You can also add the auto-add feature so that any transactions that meet the conditions will be automatically added. You can check this article for the steps to do it: Consider the auto-add option.
I'm just around if you still need help. Stay safe!
