How to Change Rules

Andy_G
Andy_G Quicken Windows Subscription Member ✭✭
I have two accounts in one file (two banks for two separate accounts). I just noticed that a while back I had applied some rules to one account and it automatically applies those rules to the second account. I am not too familiar with rules and I am wondering if I delete all the rules now, is it going to affect older transactions. Also, where can I learn more about rules? Thanks.

Best Answers

Answers

  • Andy_G
    Andy_G Quicken Windows Subscription Member ✭✭
    I think I understand what you are saying. However, not 100% sure. I will play around and see what I learn. Thanks for the guidance.
  • Andy_G
    Andy_G Quicken Windows Subscription Member ✭✭
    Sheds some more light on the topic. Thanks.
  • Andy_G
    Andy_G Quicken Windows Subscription Member ✭✭
    Okay then, Here are the screen shots I snipped. The first shows the rule that I don't want. The second snip shows the choices. If I unselect all the checked options from the second snip, my problem goes away. Right? Then, I am back to manually entering the info in banking transactions.
  • Andy_G
    Andy_G Quicken Windows Subscription Member ✭✭
    I deleted all the rules and I will start from scratch keeping in mind what has been suggested.
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