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Replying to:
JonpriL
Moderator

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Hi patrickwhalen11,

 

Let's get rid of that bank rule pop-up suggestion and improve your online banking experience.

 

Are you referring to the "create bank rules" suggestion that pops up when you're on the Banking page? If so, it's a default setting if you haven't created a bank rule yet. But can stop this from happening by creating dummy bank rule.

 

Let me show you how:

  1. Go to the Banking page.
  2. Select Bank Rules.
  3. Click New rule.
  4. Choose Is exactly as your condition.
  5. In the next field, enter a condition that won't match any of your bank transactions. For example, you can enter "Dummy only -- not for use."
  6. Click Save.

Below is a screenshot for your reference.

 

 

Feel free to read this article to learn more about bank rules: How to Set and Use Banking Rules for Downloaded Transactions.

 

However, if you're referring to something else, we'd truly appreciate it if you can add more details below.

 

Please know we're always here in the Community to help you.

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