# Not allocating imported transactions according to bank rules

**URL:** <https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117>\
**Category:** Uncategorized\
**Created:** [December 9, 2017, 5:54pm UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117 "2017-12-09T17:54:18Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![wm55401](https://avatars.discourse-cdn.com/v4/letter/w/e480ec/32.png) [@wm55401](https://forum.manager.io/u/wm55401)\
**Post date:** [December 9, 2017, 5:54pm UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/1 "2017-12-09T17:54:18Z")

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I have imported my bank statements and have created a few bank rules, however, nothing is being allocated according to those rules. Is there something I need to do after creating the rules to make them apply to previously imported transactions?

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [December 9, 2017, 10:34pm UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/2 "2017-12-09T22:34:15Z")

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Bank rules can only be applied to transactions listed as “uncategorised” on the Bank Accounts tab. Also you need to select (tick box) those transactions with a match and then click Bulk Update

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [December 10, 2017, 2:20am UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/3 "2017-12-10T02:20:24Z")

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> [@wm55401](#):
>
> to make them apply to previously imported transactions?

Bank rules do not apply to previous transactions. They are a feature of the importing process.

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**Author:** ![wm55401](https://avatars.discourse-cdn.com/v4/letter/w/e480ec/32.png) [@wm55401](https://forum.manager.io/u/wm55401)\
**Post date:** [December 10, 2017, 3:00am UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/4 "2017-12-10T03:00:13Z")

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so it has to be done at exactly the same time as the import?

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**Author:** ![wm55401](https://avatars.discourse-cdn.com/v4/letter/w/e480ec/32.png) [@wm55401](https://forum.manager.io/u/wm55401)\
**Post date:** [December 10, 2017, 3:01am UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/5 "2017-12-10T03:01:44Z")

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I imported all my transactions yesterday, with the intention of creating rules to sort everything today. From what you are saying, that’s not possible?

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [December 10, 2017, 4:39am UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/6 "2017-12-10T04:39:36Z")

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If you imported your transactions yesterday and they are still currently sitting as “uncategorised” under the Bank Account tab:

 ![0000000 Bug 3](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/6/6f7d2a02678bef1cef6e579cac87921b693a11ff.jpg)

Then click the New Bank Rule button next to the uncategorised transaction  
 ![0000000 Bug 3a](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/f/f34b64123bf4e1f69cc64f7e78c799db6069bb2a.jpg)

Create the required rule noting that there **must** be an exactly matching key word in the transaction and in the rule for it to work.

Once the rule has been created it will be applied to all similar transactions and also be automatically applied when you do the next imported statement.

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**Author:** ![wm55401](https://avatars.discourse-cdn.com/v4/letter/w/e480ec/32.png) [@wm55401](https://forum.manager.io/u/wm55401)\
**Post date:** [December 11, 2017, 12:47am UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/7 "2017-12-11T00:47:55Z")

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Found it, problem solved, thanks for your help!

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:23pm UTC](https://forum.manager.io/t/not-allocating-imported-transactions-according-to-bank-rules/13117/8 "2023-01-18T15:23:03Z")

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