Run rules over your history
1
Open the retroactive apply tool
On the Rules page, choose Apply Rules Retroactively.
2
Set a date range (optional)
Leave the From and To dates blank to scan everything, or set a range
to limit the scan to a period.
3
Preview the matches
Choose Preview Matches. You’ll see each transaction that matched, with its
date, payee, amount, and which rules matched it.
4
Choose what to apply
Every match starts selected. Uncheck any transaction you’d rather leave
untouched.
5
Apply
Choose Apply. The selected transactions get their matching rules’
actions, and the register updates.
Only active (enabled) rules take part. Pause a rule first if you don’t want
it included in the retroactive run — see Manage rules.
When to use it
- Right after writing a new rule, to categorize the back-history it covers.
- After a big import, to sweep your rules across freshly imported transactions in one pass.
Preview first, always
The preview step exists so a broad rule doesn’t reclassify transactions you’ve already handled by hand. Scan the match list before applying, and deselect anything that’s already the way you want it.If something looks wrong
- No matches found → your rules’ conditions may be narrower than the transactions in range, or the date range excludes them. Widen the range or loosen the conditions in Create a rule.
- It changed transactions you didn’t mean to → use undo (z on the web) right after, then tighten the rule and re-run with a tighter selection.
Related
Create a rule
Write the rule before you apply it.
Manage rules
Enable or pause rules before a retroactive run.
Import overview
Bring history in, then sweep rules across it.
Bulk actions
One-off changes when a rule is overkill.