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Why a Newly Created Auto Rule Isn't Applying Yet in Sumung

Auto Rules apply going forward to new transactions - they don't retroactively re-categorize anything that was already posted before the rule existed.

Steps

  1. Confirm the rule is Active and its Conditions match the transaction you expected it to affect.
  2. Check whether the transaction in question was already posted before the rule was created - if so, the rule won't touch it automatically.
  3. For already-posted transactions, edit them manually instead. The rule will apply correctly to future matching transactions from this point on.

Related Articles

  • How to Create Auto Rules in Sumung
  • How to Edit a Transaction in Sumung
  • Why an Auto Rule Is Not Working in Sumung

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