Go to the Manage section, and click on Bank Rules.
Find the bank rule you would like to run retroactively, and click on Apply to Existing Transactions.
The platform will check if transactions fit the rule, and will show all transactions that passed the rule check. If all transactions fit the rule, click on Allocate Transactions.
Retroactive Bank Rules
You now have the ability to run your established bank rules across existing transactions directly within your Review tab, allowing for seamless bulk allocation.
Written by Kseniya Timoshchuk