Banking Rules Auto-Add

Good morning, @Patent. 

Thanks for taking the time to reach out to the Community. I hope you're enjoying your day so far. 

To clarify, do you mean the auto-add feature is adding transactions inconsistently? If so, I recommend temporarily turning off the auto-add feature on the bank rule.

The auto-add feature of the bank rule is there so you can create targeted rules, so specific transactions are automatically accepted into your books. Thus, after creating an auto-add rule, any transactions on the For Review tab that meet the conditions are automatically added. I've included the steps to turn off the auto-add feature below. 

1. From the Banking menu, choose Rules. 
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2. Hit Edit on the bank rule. 
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3. Scroll down and turn off the auto-add feature. 
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Now you can manually choose where to add your transactions again. To see more details about bank rules, check out How to set up bank rules. 

Please let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to the Community at any time. Take care! 

Thank you Tori.

What I was attempting to say is that the auto-add switch is defaulted to 'on' sometimes and 'off' other times.

If I attempt to add a new rule, entering all necessary fields and not touching the auto-add switch,   the auto-add may default to either 'on,' or 'off,' depending on the weather in South Dakota.  The default value is not consistent, therefore I thought there might be a setting that could control this default value.

I would like the auto-add feature to default to 'on.'

I will just have to learn to review the screen more carefully when I add a new rule.

This is NOT a big problem.  Just trying to make life easier if possible.

Have a nice day!!