Accessing my banks older statements

[alan_mcbrien]

This could be helpful if your redoing your accounts…

Retrospectively apply bank rules

Hi David @Wordcatcher To work around the non-retrospective bank rules there are few steps that you can take to work through your historic records more quickly. Upload the bank transactions to the relevant bank account in QF Tick the box “Untagged” and then select all and “Export Data” to a .csv file for importing later Work through the untagged records to create new “Bank tagging rules”, the magnifying glass can be helpful to filter similar records After a bank tagging rule has been created t…