Question

Where will the current transactions appear if Auto-add was not selected when creating a bank rule?

For review tab
Rules tab
Categorized tab
Pending tab

Answer 1

Answer:

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Answer 2

The current transactions appear on the review tab if Auto-add was not selected when creating a bank rule.

• Create customized rules to automatically accept specified transactions from the Banking page into books.
• Begin with simple, predictable transactions such as rent or utility bills. Use the feature to cover more transactions once mastered.
• To make a new bank regulation, the steps below should be followed:

1. In the Rules window, check the box that says "Automatically confirm transactions this rule applies to."
2. Select the "save" option.

• When creating an auto-add rule, it adds any transactions on the For Review page that fulfill the parameters.
• When logged in, uploading a file, or creating or updating a new auto-add rule, auto-add rules are activated.