Renaming rules are not being applied on transaction import - only on one account

When I import transactions to my checking account renaming rules are not applied. When I import transactions to my credit card account they are applied. What might I be doing wrong? See attached for setup and samples.

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @nschloss,

    Can you clarify one thing?  You said effectively that "when you import transactions" into...

    Are you "downloading" transactions into both accounts or "importing" transactions into both accounts, or is it something else?

    Just want to understand what you are doing.

    Frankx

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  • nschloss
    nschloss Member ✭✭
    I'm doing a File / File Import / Web Connect (QFX) - which I do for both accounts.