Renaming Rules keeps over riding my choices

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  • Updated 6 months ago
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Currently setting up reckon for the first time. I have downloaded the current financial year historical data from the bank using QIF to set up my software. I'm having issues with the renaming rules when accepting transactions.

When going through the imported transactions and accepting them the naming rules keeps suggesting things I don't want. When I create a rule using names I want, the next time I try to accept a transaction from the same payee it will redo the renaming rule pop-up box with an incorrect entry.

It seemed to work fine when I did my first account, but now I'm accepting transactions for the second account it is having issues with matching. It seems like its only reading the first bit of the transaction description so not properly differentiating between transactions.

I do regular transfers between accounts, and reckon wants to keep amalgamating the different transfers for different accounts into just one account name when I'm clearly transferring between multiple accounts.

How can I get Reckon to accept my custom naming rules without rejecting them every time I come across a similar transaction?

Damo

PS: The sentiment needs an angry face emoji.
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Damo

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Posted 6 months ago

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