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Rules not working

lynchbro

I have this rule setup. My partner transfers money into a shared savings account. I want to update the Payee name and make the category Balance Adjustment.

I think the issue is that the category to update is Balance Adjustment, the rule is not working and may be a bug in the system.

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Comments

DryHeat

@lynchbro

You might want to analyze this by breaking it up into two parts … first the match, then the changes.

I suggest you uncheck "Update Category" and see if the rule works as a simple "Rename Payee" rule.

If it does, then your suspicion that the category is the problem will be confirmed.
If it doesn't, then you probably have something not quite right in the matching portion.

gerardv514

It probably shouldn’t be an expense of 250. The original name is a deposit, and the account is a joint house savings. Change the amount of the transaction from an expense type to some sort of positive type (can’t recall exact options provided but deposit, income, transfer etc )

lynchbro

Thank you. I updated the type to be income instead of expense. Will test that out on the next deposit. Appreciate the help!

lynchbro

this worked! Thank you for the help!