Automatic tagging for import files


I uploaded the DLA transactions for 2020, but It does not tag it. How can I add the automatic tagging, so that I don’t need to go through 250 lines manually?

thanks, Kristina

Hi @KBO,

You will need to set up the bank tagging rules. There is an article here that helps explain: Automated bank tagging rules

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Thanks @QFBeth. Does it work on already imported items as well?

Hi @KBO,

No, unfortunately not at the moment it only runs for future transactions. You could remove the recent upload and then upload again once the bank rules are in place?

There is a feature request in place for what you are asking though which you are welcome to add your vote to: Re-Run bank tagging rules

thanks. I voted.

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