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June 24, 2025
Question

I used to be able to bulk edit my synced bank transaction and select a location the belong to. Now when I select the location it doesn't save it. How can I fix this?

  • June 24, 2025
  • 1 reply
  • 1 view

Additionally the rules that I setup are also not including the location anymore. I have to select each expense after I accept it in the bank transaction screen and add the location again.

1 reply

Level 9
June 24, 2025

We can go through some troubleshooting steps to resolve the banking transactions issue  you've encountered, GICGreen. 

Let's start by checking if the issue can be related to your browser. Accumulated cache files can sometimes impact the program's behavior.

 

Select one of the links below to access detailed, step-by-step instructions for your specific browser:

 

 

Regarding the rules not including the Location, it's advisable to review your configurations to ensure the location is correctly added. After confirming it has been added correctly, consider deleting and recreating the rules. There is a possibility that the template is corrupted or not functioning properly.

Once everything looks good, you can go ahead and start reconciling the account to ensure your books are accurate and up-to-date. 

 

Let us know  if you have further concerns with handling other banking-related activities. We're always ready to assist.