I’m familiar with the concept of applying bank rules to imported transactions from using other programs.
With manager I’m struggling to get it to work. When I enter an element of the imported transaction description, as a rule, it is not being applied. I’m careful about the account the rule has to apply to.
Can Manager search on partial names or parts of names or reference numbers for eg? What’s the minimum number of characters needed? The forum applauds success for some users but there has yet to be a discussion on principles of use or a help section that I can find.
Would love it to allocated a nominated Payee as well as a Category.
Thanks for continuing to develop a great program.