connors333
Level 2

Banking

Update:  In some cases, after selecting Not A Match in the Auto Match section, the Auto Match rules will run again selecting another matching amount on a different date.  In today's batch, there were four $2.50 ATM transaction fees.  The Not A Match process had to be repeated multiple times to finally move the transaction to Need Your Review screen so it could be classified correctly. 

 

The old rules programming never had this issue.  I don't know what changed, but the whole purpose of a rules based bank download is to speed data entry.  This is anything but...