Hi Craigsas,
Thanks for posting in the Community!
There was a reported incident a few months ago with bank rules not working when there is a Payee assigned to the rule. But it has been resolved already. To isolate the situation encountered, let's use the steps below to rectify the situation.
- Click on the Transactions tab and select Bank transactions.
- Click on Rules.
- Locate and edit the rule, and see if Auto add is turned on.
- Edit the rule by changing the name and remove also the payee name.
- Click on Save.
Once done, let's refresh the page and then verify under For review tab to see if the rule has recognized downloaded transactions.
If the issue persists, I recommend contacting our Customer Care Team. That way, they can escalate the issue to our engineers for a fix.
Post again in the Community if you have other questions. I am around to help you.
