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Jun 27, 2023 10:03 AM UTC
Question

Hi,I was wondering if there is any way to stop categorising transaction in For review by "Find match". It does it even though I have rule for Categorise or Record as T.

It would help reviewing transaction in bulk, in this instance I have to do each of them separately.

1 reply

Jun 27, 2023 1:19 PM UTC

Hello Kacper-s-knbc-co, thanks for posting on the Community page, there is no way for us to stop the find match on the for review but if you have setup bank rules and had it set to auto- add, the transactions should be added automatically without the find match suggestion.