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bhawkes
August 9, 2018
Question

Bank Rules

  • August 9, 2018
  • 1 reply
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The "description" my bank offers is useless in creating bank rules; however, the "memos" contain identifying information that would work.  Is it possible to create bank rules that will use the information in the "memo" area for the criteria rather than the "description" area or is this something I will need to ask my bank?  

      1 reply

      A
      Anonymous
      August 9, 2018

      Hi bhawkes,

       

      Thank you for contacting the Community.

       

      As the information in the description field is imported from your bank it would be something your bank would have to update/change.

       

      Please let me know if there is anything else I can help with. :)

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