Hi Madelyn, ,

My dilemma is finally over! The banking rules are working for my new account in my existing company file. I can only think that bank rules apply to accounts in a particular company file.  I had a problem with bank feeds to the new account. I disconected, Unlinked? whatever the proper term is, for the existing accounts as the new account could not see my bank account while trying to set up bank feed for new account. Apparently QB only allows 2 accounts per company to link to the same bank account. after disassociating those accounts from their bank feeds I downloaded a few transactions for the bank account I wanted and QB requested that I set up a new account. I did, the transactions went right in and the Bank rules worked just fine.

 I'm so happy . all is up and running, so far.

 Thanks for being here to help us all out. Be safe