Yes, I do that but it only applies to the selected cell. When I run it on uncategorized cells it does not apply.
Hi Randy,
I’m new to Autocat and have managed to get a bunch of my transactions categorized. But some rules aren’t working as expected and I’d like to go back and review/edit them. How can I access the rules already created? I’ve searched every option I can find in Autocat but can’t find a way to access the rules. Where can I find this function? TIA!
You can review your existing rules on the AutoCat sheet (tab along the bottom).
Heather
Ah, thanks Heather! That was the missing link. 