Skip to main content

Why Auto Rules Are Not Working in Sumung

When several rules seem unreliable at once, the issue is often priority conflicts or overly broad Conditions rather than any single rule being broken.

Steps

  1. Open "Auto Rules" → "All rules" to see every rule across your accounts in one place.
  2. Look for rules with overlapping Conditions that might be competing for the same transactions.
  3. Tighten broad rules (e.g. very generic Description values) so they don't accidentally catch transactions meant for a more specific rule.
  4. Confirm each rule is Active and scoped to the right accounts under "Applies to."

Related Articles

  • How Rule Priority Works in Sumung
  • Why an Auto Rule Is Not Working in Sumung
  • How to Edit Auto Rules in Sumung

Was this article helpful?

Your feedback helps us improve our documentation.