## Documentation Index Access the complete documentation index at: https://www.zoho.com/en-fr/books/kb/llms.txt Use this file to discover all available documentation pages before proceeding. [Back](./) # I have created transaction rules in my bank account to recognize and categorize statements, but they aren’t working. What should I do? ![](/books/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/books/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-fr%2Fbooks%2Fkb%2Fbanking%2Ftransaction-rules-not-working.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-fr%2Fbooks%2Fkb%2Fbanking%2Ftransaction-rules-not-working.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/books/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/books/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/en-fr/books/kb/banking/transaction-rules-not-working.md) When you create or edit a [**Transaction Rule**](https://www.zoho.com/books/help/banking/transaction-rule.html) in the bank account, the rule will apply to all existing as well as upcoming **uncategorized** transactions automatically once it is saved. However, the criteria you enter for the rules will be **case-sensitive** while identifying transactions. The rule criteria should match exactly with the uncategorized transaction. If there is any discrepancy, such as an additional space or character, upper-case or lower-case difference in characters in the transaction as compared to the rule’s criteria, it won’t be recognized by the rule. * * *