getting field errors when editing existing transaction rules (edited)

@Randy1234

It sounds like the actual problem you are reporting is that certain rule options like "Account," "Add Tag", and "Add Note" are selected by default when you try to edit a rule — and they should not be. (The part about importing CSV files is just what caused you to notice this problem.)

I am seeing pretty much the same thing and I am not importing any transactions from CSV files. I just tried to edit a simple rule that only has one condition (based on original statement name) and two changes (rename and update category).

But when the edit form opened, the "Account" condition was selected and set to "All Business accounts" and the "Add Tags" and "Add Note" changes were also selected.

The important point is that none of these items were active in the rule that I was editing, as you can see from the above rule listing. Choosing to edit the rule caused them to be automatically selected for no apparent reason.

As you mentioned, clicking "Continue to review" brought up the "Form fields need attention" warning because the "Add Tags" and "Add Note" items (which I did not select) did not contain any information.

@Coach Jon

Are you able to uncheck any fields that do not apply to the rule you are editing?

Yes, I can uncheck the unwanted conditions and changes that are automatically and unexpectedly checked by the system whenever I start to edit an existing rule.

BTW, this does not happen when creating a new rule. When I click on the "add a Rule button," all conditions and changes are unchecked and only become active if I choose to select them. That seems like the correct behavior.

This issue is no longer a problem for me as of Web version 6.5.0. Thanks.