## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# I have created transaction rules in my bank account to recognize and categorize statements, but they aren’t working. What should I do?

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.

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