Rule does not apply for past and future transactions, Any current issue?
I created a rule that should apply to past transactions, but it does not. Need help.
Comments
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Hello @Kaushal Mehta,
Thanks for reaching out! Can you supply a screenshot showing the rule you created? This would better assist us in determining why it wouldn't apply to past transactions that fall under the rule's parameters.
-Coach Jon
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We also have an alert for this issue as well, so if you can confirm that the parameters are correct and should be applying to past transactions, then I would suggest following the alert for updates going forward as we work to resolve the issue.
-Coach Jon
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I followed the post that you mentioned. It shows that the issue is resolved. But it is not resolved at all. Still, I face that the rule does not apply to future or past transactions.
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Hello @Kaushal Mehta,
It does look like that known issue was resolved. If you can supply a screenshot showing the rule you created this would better assist us in determining why it wouldn't apply to past transactions that fall under the rule's parameters.
-Coach Jon
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This is a screenshot of the rule that was created.
Now screenshot from transactions that should take these two rules but did not.
Another rule transactions screenshot.
Both rules that are created are not applied in transactions.
Thanks,
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Hello @Kaushal Mehta,
I think I see the problem here. The rules you created are treating the name you entered as one word when the payees you provided as an example are not one word, they have spaces. I would suggest editing the rules you created to include the spaces to see if this works for you.
-Coach Jon
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I can not create a space between your only maid like in the rule. Whenever I create a space after your, it will enter as a word. You can try yourself. Please try yourself.
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Hello @Kaushal Mehta,
Thanks for the reply. You should have a dropdown menu to the left of the payee text box when creating a rule that allows you to change from "Contains" to "Is exactly". This will allow you to enter spaces.
-Coach Jon
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It still did not work.
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I can share the screen and if you can help me out. Please send me an email at [redacted for privacy], and I will make myself available.
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Hello @Kaushal Mehta,
We cannot screen share here in the community. If you want to screen share and troubleshoot this way, you can always do so by contacting our support team directly via chat or by phone.
Otherwise, we can continue troubleshooting here. Let us know!
-Coach Jon
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