I am trying to begin using this for 2019. When I wanted to auto save certain things in transactions, it is pulling things with that category from 2018. How do I fix this?

Answer

Hi innovativecounse,

It's possible that this is on how you set up the banking rules. You can create a new rule for you new 2019 banking transactions.

Please check this article for more information: How to set and use banking rules for downloaded transactions.

If you have other questions, let me know by leaving a comment below. I'll make sure to get back to you.


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