I've created a banking rule that all money coming in be categorized as services. How can I make it apply to last years that still haven't been worked?

Hi, @parliamententerprises05. Thank you for your great question. I’m here to help you get this sorted out.

To ensure your bank rule is applied accurately, including to the previous year’s transactions, you can edit the rule and use the Test Rule feature.

Here’s a step-by-step guide to help you through the process:

1. Click on the Gear icon in the upper right corner, then select Rules under the Lists section.
2. Locate the banking rule you’ve created and click Edit next to that rule.
3. Inside the rule setup, click on Test Rule to see all transactions it can be applied to, including older ones that still remain uncategorized.
   
   
    
4. If appropriate for your workflow, toggle the button to Auto-add so the rule processes transactions automatically without requiring manual confirmation.
5. Don’t forget to click Save to finalize your updates.

Using the Test Rule feature will show you the specific transactions, past and future, to which the rule can be applied. Please note that if some transactions do not meet the exact conditions of the rule, you may need to manually categorize those.

It’s also a great idea to consult your accountant or bookkeeper to ensure everything is correctly aligned with your books, especially since you're working on prior-year (2025) transactions. Professional guidance can be invaluable when handling reconciliations for previous years.

From now on, this rule will automatically apply to all relevant transactions, helping you save time and maintain consistent, accurate records in your books.

If you have any questions or need further assistance during this process, please don’t hesitate to reach out. I’m always here to help.

Hi @parliamententerprises05,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.