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How to apply transaction rules to past transactions

Transaction rules can be applied to past transactions. This is extremely helpful when you are behind on reconciliations and have to get caught up. 

You can apply transaction rules to the past transactions of a bank account in one batch action. When you do this, Nojumi will begin scanning the past transactions during the time period provided by you and will apply all of the transaction rules that you have created to each and every one of them.

To apply the transactions to rules to past transactions of a bank account:

  1. On the sidebar, under Accounting, click on Bank Accounts
  2. Select the Bank Account of interest
  3. Click on the Bank Feed tab
  4. Click on Trigger Transaction Rules
  5. Select the bank account
  6. Select the start date and end date
  7. Click on Apply transaction rules

A live counter will begin to show you the total number of transactions that have been processed as well as a counter that shows you the total number of transactions that were caught by a rule.