GlinetteC
Moderator

Banking

Hello there, AD0128.

 

I'll be happy to share with you the steps Sandy Eggo did to fix the issue. Please check this out:

 

  1. Go to the Downloaded Transactions.
  2. Click on Renaming Rules.
  3. Locate and delete the entry that is misnaming or miscategorizing the transaction.
  4. Rename the downloaded payee under Payee.
  5. Then assign the correct class.

 

I also added some articles you can use about managing rules and fixing bank issues online:

 

 

The Community always has your back if you ever need assistance again in the future. Have a great day!