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 then delete those records
- Continue through the the remainder of “Untagged” following the previous two steps until you have your rules created
- Delete any untagged records that you do not want to create rules
- Go to the “Bank tagging rules” and ensure the new rules that you have created have their “Status” set as “green - auto tag”
- Finally import the saved .csv file using the “Other” in the “Upload Statement” under “Options” and tick the box “My CSV statement has two columns for money in and money out”
You should see the imported file using the bank tagging rules and all chosen records will be auto tagged.