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mr-therapy-4qb
March 24, 2019
Question

Can I undo a bank rule that I already accepted?

  • March 24, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

S
ShiellaGraceA
March 25, 2019

Hi mr-therapy-4qb,

 

You can undo the added transaction by clicking on the Reviewed tab. Just click the Undo link to do it. 

 

If you want to edit the rule, you can click on the Rules tab and then Edit. Note: Editing bank rules will apply in your next download schedule or moving forward.

 

Please refer to this article for more information: How to set and use banking rules for downloaded transactions.

 

Click the Reply button if you have more questions. I'm always here to help.

 

 

 

F
FB26620
June 16, 2022

I am following up on the previous question. The rule, although incorrect, was set up to "auto add". The bank deposit was debited and credited to the same bank account e.g. Chase Bank. The credit should have gone to Undeposited Funds. If I click "Undo" or "delete" the journal entries, the deposits go back to the bank register as "For RevIew" but still marked on the left side as "Rule" and can't change the credit account name to Undeposited Funds.  How do I get that "Rule" out of the item?

Thank you for your reply.

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