I have seen this mentioned a couple of times recently but can’t find the threads any more to add any info to but my bank tagging rules for EE fail no matter what I put in the text box. It finds the transactions in the rule edit screen (4 matching transactions found)* but doesn’t carry out the rule when the transactions are imported from the feed.
* although it shows 5 matching in the rule overview list. Just checked a couple of others and some show 1 more or 1 less randomly, seems there is another issue here too.
The transactions on the feed used to come in from Starling as just EE so it was difficult/impossible to tag them as I think the rule needed to be >3 characters?
That changed a bit back and now the transaction reference is EE Q12345678 so that is the full match text I am using, and obviously matches with both ‘contains’ and ‘starts with’.
I’m wondering if this is an issue with editing a rule? Just noticed that another rule that wasn’t working worked perfectly when deleted and entered again rather than being edited. I think this has actually happened to several rules over the last few months as I changed from Barclays to Starling and some rules needed different match criteria due to changed descriptions. So could also be down to a new bank account/feed being added later?
Also noticed that there is a minor issue with highlighting of text in the action list (would expect Money Out to be red).
Apologies - I thought I replied to this yesterday. “EE” in itself shouldn’t be possible. There is a minimum length of 4 characters to match it, otherwise, it’s a bit too broad to match.
Thanks for the screenshot - will take a look at this with our development team.
Yeah I eventually gathered that by trial and error but then EE/Starling started sending the full account number with the transaction so the problem sorted itself from that perspective, but still didn’t work from the QF end.
